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
551
$236K ﹤0.01%
+44,701
552
$232K ﹤0.01%
21,349
+21,049
553
$228K ﹤0.01%
15,624
-15,841
554
$224K ﹤0.01%
4,357
555
$224K ﹤0.01%
+20,100
556
$224K ﹤0.01%
+4,585
557
$221K ﹤0.01%
1,167
-747
558
$219K ﹤0.01%
+21,814
559
$219K ﹤0.01%
60,931
+28,704
560
$214K ﹤0.01%
+23,628
561
$213K ﹤0.01%
+12,979
562
$213K ﹤0.01%
1,199
563
$207K ﹤0.01%
35,568
+24,761
564
$205K ﹤0.01%
4,255
+2,094
565
$204K ﹤0.01%
+34,197
566
$203K ﹤0.01%
+12,257
567
$199K ﹤0.01%
1,636
-3,676
568
$198K ﹤0.01%
36,086
+247
569
$198K ﹤0.01%
2,940
-400
570
$198K ﹤0.01%
6,200
571
$197K ﹤0.01%
19,301
-25,505
572
$196K ﹤0.01%
19,072
+19,052
573
$193K ﹤0.01%
+13,059
574
$192K ﹤0.01%
87,384
575
$192K ﹤0.01%
+18,234
21 22
23
24 25