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
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%
+9,736
624
$111K ﹤0.01%
55,148
+8,183
625
$110K ﹤0.01%
+10,818
23 24
25
26 27