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
476
$419K ﹤0.01%
380,591
-32,781
477
$416K ﹤0.01%
6,389
+1,713
478
$406K ﹤0.01%
+36,391
479
$404K ﹤0.01%
14,800
-1,000
480
$399K ﹤0.01%
+26,551
481
$397K ﹤0.01%
+14,144
482
$396K ﹤0.01%
+67,120
483
$395K ﹤0.01%
48,512
+7,459
484
$389K ﹤0.01%
36,265
+13,271
485
$385K ﹤0.01%
+18,573
486
$382K ﹤0.01%
34,070
+8,505
487
$379K ﹤0.01%
4,100
+1,900
488
$378K ﹤0.01%
+10,000
489
$377K ﹤0.01%
37,117
-203,002
490
$367K ﹤0.01%
29,225
+18,292
491
$367K ﹤0.01%
2,736
-200
492
$365K ﹤0.01%
2,000
-1,000
493
$363K ﹤0.01%
10,600
494
$362K ﹤0.01%
+48,290
495
$358K ﹤0.01%
920
+860
496
$356K ﹤0.01%
37,402
+11,036
497
$356K ﹤0.01%
+1,200
498
$351K ﹤0.01%
+22,723
499
$349K ﹤0.01%
3,893
+2,889
500
$346K ﹤0.01%
1,988
18 19
20
21 22