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 5.88%
2 Technology 3.12%
3 Industrials 2.28%
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 0.1%
380,213
+27,992
27
$10.3M 0.1%
233,173
-59,701
28
$10.1M 0.1%
+60,447
29
$9.63M 0.1%
960,184
+942,633
30
$8.88M 0.09%
808,594
+121,655
31
$8.65M 0.09%
+341,997
32
$8.63M 0.09%
209,543
+158,401
33
$8.37M 0.08%
19,862
+8,079
34
$8.21M 0.08%
694,397
+157,176
35
$7.87M 0.08%
+41,974
36
$7.68M 0.08%
+71,364
37
$7.68M 0.08%
+765,994
38
$7.6M 0.08%
706,009
+71,187
39
$7.54M 0.08%
+12,883
40
$7.2M 0.07%
17,209
+11,516
41
$7.08M 0.07%
+141,978
42
$7M 0.07%
654,039
+115,000
43
$6.93M 0.07%
+227,382
44
$6.85M 0.07%
634,474
+15,438
45
$6.84M 0.07%
622,981
-262,407
46
$6.76M 0.07%
29,439
+6,402
47
$6.7M 0.07%
576,627
+4,561
48
$6.68M 0.07%
26,902
+9,900
49
$6.6M 0.07%
49,135
+40,377
50
$6.21M 0.06%
+618,457
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