WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$36.2M
3
+$27.7M
4
AMD icon
Advanced Micro Devices
AMD
+$19.4M
5
DLTR icon
Dollar Tree
DLTR
+$14.1M

Top Sells

1
+$49.5M
2
+$27.5M
3
+$15.7M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
SVII
Spring Valley Acquisition Corp II
SVII
+$8.21M

Sector Composition

1 Financials 5.91%
2 Technology 3.32%
3 Industrials 2.12%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$849K 0.01%
159,818
+116,301
352
$843K 0.01%
18,706
353
$842K 0.01%
+55,419
354
$840K 0.01%
+6,661
355
$840K 0.01%
+11,097
356
$835K 0.01%
51,308
+30,081
357
$828K 0.01%
53,575
+2,491
358
$827K 0.01%
58,749
+43,827
359
$826K 0.01%
+100,835
360
$821K 0.01%
69,754
-14,191
361
$815K 0.01%
3,921
362
$815K 0.01%
+12,600
363
$800K 0.01%
+67,043
364
$790K 0.01%
1,865
+1,083
365
$785K 0.01%
+25,436
366
$779K 0.01%
+48,724
367
$775K 0.01%
+82,338
368
$768K 0.01%
+25,107
369
$764K 0.01%
7,677
-8,742
370
$761K 0.01%
84,288
-5,759
371
$761K 0.01%
59,241
+9,839
372
$753K 0.01%
66,940
373
$752K 0.01%
+75,000
374
$750K 0.01%
14,952
-14,781
375
$749K 0.01%
+62,195
13 14
15
16 17