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
376
$746K 0.01%
12,363
-137
377
$738K 0.01%
+73,751
378
$734K 0.01%
72,872
379
$732K 0.01%
2,500
-2,000
380
$731K 0.01%
+236,541
381
$727K 0.01%
9,590
382
$725K 0.01%
2,500
-1,000
383
$722K 0.01%
34,584
+15,830
384
$722K 0.01%
4,787
385
$721K 0.01%
209,819
-1,700
386
$711K 0.01%
83,294
387
$710K 0.01%
9,499
+7,799
388
$708K 0.01%
15,891
-7,096
389
$699K 0.01%
5,234
-4,900
390
$699K 0.01%
38,679
391
$698K 0.01%
68,505
+25,272
392
$692K 0.01%
88,705
-18,429
393
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119,282
-12,037
394
$681K 0.01%
80,597
+25,744
395
$680K 0.01%
2,000
-2,000
396
$680K 0.01%
+80,322
397
$675K 0.01%
63,011
-19,309
398
$675K 0.01%
214,337
+120,385
399
$674K 0.01%
+3,530
400
$657K 0.01%
68,980
14 15
16
17 18