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
526
$283K 0.01%
+14,339
527
$279K 0.01%
+26,661
528
$276K ﹤0.01%
8,565
-111,439
529
$275K ﹤0.01%
26,917
-11,156
530
$274K ﹤0.01%
27,809
+23,497
531
$274K ﹤0.01%
+3,227
532
$273K ﹤0.01%
123,332
533
$265K ﹤0.01%
28,440
+20,261
534
$265K ﹤0.01%
250,079
-20,895
535
$262K ﹤0.01%
8,585
-22,377
536
$258K ﹤0.01%
4,799
537
$257K ﹤0.01%
21,728
-142,461
538
$257K ﹤0.01%
6,730
-4,331
539
$256K ﹤0.01%
15,546
+11,949
540
$253K ﹤0.01%
+87,414
541
$252K ﹤0.01%
8,652
542
$250K ﹤0.01%
+33,340
543
$249K ﹤0.01%
115,127
544
$248K ﹤0.01%
+23,157
545
$246K ﹤0.01%
10,298
-5,801
546
$245K ﹤0.01%
3,743
547
$241K ﹤0.01%
6,559
-1,836
548
$239K ﹤0.01%
64,815
-14,191
549
$238K ﹤0.01%
+23,988
550
$237K ﹤0.01%
21,714
+21,614
20 21
22
23 24