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
501
$344K ﹤0.01%
+20,521
502
$343K ﹤0.01%
42,195
-414,286
503
$343K ﹤0.01%
29,283
+2,399
504
$337K ﹤0.01%
321,402
+6,792
505
$337K ﹤0.01%
+4,966
506
$328K ﹤0.01%
12,379
-7,585
507
$324K ﹤0.01%
+273
508
$323K ﹤0.01%
+56,329
509
$323K ﹤0.01%
46,355
510
$321K ﹤0.01%
435,610
-2,272
511
$321K ﹤0.01%
340
512
$313K ﹤0.01%
29,050
-68,087
513
$308K ﹤0.01%
20,665
+4,608
514
$306K ﹤0.01%
12,637
515
$305K ﹤0.01%
5,711
516
$305K ﹤0.01%
3,953
517
$302K ﹤0.01%
5,375
+802
518
$302K ﹤0.01%
+4,703
519
$302K ﹤0.01%
19,755
-82,155
520
$299K ﹤0.01%
75,648
+43,333
521
$292K ﹤0.01%
97,108
522
$291K ﹤0.01%
+650
523
$289K ﹤0.01%
3,458
+1,064
524
$288K ﹤0.01%
27,819
-9,763
525
$285K ﹤0.01%
+16,273
19 20
21
22 23