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
601
$143K ﹤0.01%
13,618
+12,655
602
$142K ﹤0.01%
17,651
+14,773
603
$139K ﹤0.01%
590
604
$137K ﹤0.01%
415,515
605
$135K ﹤0.01%
18,212
-16,101
606
$133K ﹤0.01%
224
607
$132K ﹤0.01%
805
608
$131K ﹤0.01%
+143
609
$131K ﹤0.01%
13,181
+2,397
610
$130K ﹤0.01%
1,705
611
$130K ﹤0.01%
2,200
-3,100
612
$127K ﹤0.01%
970
613
$125K ﹤0.01%
+2,986
614
$124K ﹤0.01%
38,466
-35,486
615
$123K ﹤0.01%
85,144
+41,337
616
$122K ﹤0.01%
11,760
+10,360
617
$122K ﹤0.01%
+8,433
618
$121K ﹤0.01%
700
619
$120K ﹤0.01%
2,600
620
$117K ﹤0.01%
11,063
+9,421
621
$115K ﹤0.01%
+1,866
622
$113K ﹤0.01%
503,986
+15,037
623
$113K ﹤0.01%
+29,207
624
$111K ﹤0.01%
55,148
+8,183
625
$110K ﹤0.01%
+10,818
23 24
25
26 27