WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
+$41.7M
2
+$33.6M
3
+$23.1M
4
TSLA icon
Tesla
TSLA
+$22M
5
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$14.2M

Top Sells

1
+$49.5M
2
+$26.4M
3
+$14.5M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
VACHU
Voyager Acquisition Corp Unit
VACHU
+$8.22M

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
451
$499K 0.01%
25,410
-59,422
452
$498K 0.01%
+68,814
453
$493K 0.01%
35,089
454
$491K 0.01%
23,193
455
$485K 0.01%
51,641
+45,000
456
$484K 0.01%
8,500
-1,500
457
$481K 0.01%
18,500
458
$479K 0.01%
145,920
459
$476K 0.01%
3,195
460
$476K 0.01%
982
461
$475K 0.01%
35,043
-6,358
462
$470K 0.01%
+609
463
$461K 0.01%
12,800
464
$459K 0.01%
16,497
-1,241
465
$458K 0.01%
49,952
+24,374
466
$457K 0.01%
12,000
-9,500
467
$451K 0.01%
64,477
468
$447K 0.01%
12,000
-7,000
469
$444K 0.01%
174,903
+2,237
470
$441K 0.01%
+6,102
471
$437K 0.01%
37,488
+18,743
472
$431K 0.01%
342,361
473
$425K 0.01%
+90,485
474
$422K 0.01%
+21,932
475
$419K 0.01%
+16,593
17 18
19
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