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
576
$189K ﹤0.01%
1,242
+1,211
577
$188K ﹤0.01%
80,383
578
$187K ﹤0.01%
1,800
+1,283
579
$186K ﹤0.01%
13,273
+10,709
580
$183K ﹤0.01%
33,937
+16,074
581
$182K ﹤0.01%
23,007
+7,703
582
$181K ﹤0.01%
+12,693
583
$180K ﹤0.01%
+58,830
584
$178K ﹤0.01%
+97,400
585
$175K ﹤0.01%
+10,606
586
$174K ﹤0.01%
346
587
$168K ﹤0.01%
4,000
588
$166K ﹤0.01%
+4,270
589
$165K ﹤0.01%
8,999
-13,974
590
$163K ﹤0.01%
+678
591
$162K ﹤0.01%
1,913
-274
592
$160K ﹤0.01%
+13,926
593
$157K ﹤0.01%
+1,517
594
$152K ﹤0.01%
544
595
$149K ﹤0.01%
1,784
596
$148K ﹤0.01%
14,702
-16,344
597
$148K ﹤0.01%
124,235
+5,509
598
$146K ﹤0.01%
1,444
599
$145K ﹤0.01%
6,326
600
$143K ﹤0.01%
11,239
+4,863
22 23
24
25 26