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
26
$10.5M 0.19%
380,213
+27,992
27
$10.3M 0.18%
233,173
-59,701
28
$10.1M 0.18%
+60,447
29
$9.63M 0.17%
960,184
+942,633
30
$8.88M 0.16%
808,594
+121,655
31
$8.65M 0.15%
+341,997
32
$8.63M 0.15%
209,543
+158,401
33
$8.37M 0.15%
19,862
+8,079
34
$8.21M 0.15%
694,397
+157,176
35
$7.87M 0.14%
+41,974
36
$7.68M 0.14%
+71,364
37
$7.68M 0.14%
+765,994
38
$7.6M 0.14%
706,009
+71,187
39
$7.54M 0.13%
+12,883
40
$7.2M 0.13%
17,209
+11,516
41
$7.08M 0.13%
+141,978
42
$7M 0.13%
654,039
+115,000
43
$6.93M 0.12%
+227,382
44
$6.85M 0.12%
634,474
+15,438
45
$6.84M 0.12%
622,981
-262,407
46
$6.76M 0.12%
29,439
+6,402
47
$6.7M 0.12%
576,627
+4,561
48
$6.68M 0.12%
26,902
+9,900
49
$6.6M 0.12%
49,135
+40,377
50
$6.21M 0.11%
+618,457
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