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
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
20 21