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
426
$584K 0.01%
192,103
-39,297
427
$577K 0.01%
+6,256
428
$568K 0.01%
+3,390
429
$563K 0.01%
27,069
-3,572
430
$559K 0.01%
+5,190
431
$557K 0.01%
+56,338
432
$551K 0.01%
107,557
+51,339
433
$547K 0.01%
55,299
-900
434
$544K 0.01%
4,699
-15,383
435
$541K 0.01%
+106,400
436
$534K 0.01%
16,730
+5,975
437
$531K 0.01%
+24,168
438
$528K 0.01%
2,042
+343
439
$524K 0.01%
+25,051
440
$523K 0.01%
4,697
-7,357
441
$523K 0.01%
+62,251
442
$522K 0.01%
45,983
+9,850
443
$517K 0.01%
48,672
+13,510
444
$517K 0.01%
13,493
445
$511K 0.01%
+102,092
446
$511K 0.01%
+7,500
447
$510K 0.01%
7,115
+3,459
448
$510K 0.01%
6,624
-7,100
449
$507K 0.01%
+105,386
450
$506K 0.01%
401,628
+26,132
16 17
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