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
401
$655K 0.01%
80,211
+68,304
402
$646K 0.01%
+57,023
403
$636K 0.01%
+1,901
404
$632K 0.01%
2,000
-2,000
405
$630K 0.01%
132,999
+13,934
406
$628K 0.01%
+22,399
407
$625K 0.01%
+9,000
408
$623K 0.01%
86,998
+21,691
409
$622K 0.01%
+183,499
410
$613K 0.01%
56,560
+10
411
$611K 0.01%
10,131
-16,212
412
$608K 0.01%
2,203
413
$604K 0.01%
135,365
+26,388
414
$603K 0.01%
+13,685
415
$602K 0.01%
+15,000
416
$601K 0.01%
59,812
+42,983
417
$597K 0.01%
+34,452
418
$597K 0.01%
99,993
-27,620
419
$596K 0.01%
199,496
-158,000
420
$594K 0.01%
35,786
421
$594K 0.01%
87,980
+20,064
422
$593K 0.01%
63,914
+4,895
423
$587K 0.01%
2,500
+500
424
$586K 0.01%
+56,970
425
$584K 0.01%
96,711
+45,783
15 16
17
18 19