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
626
$107K ﹤0.01%
8,298
-37,718
627
$107K ﹤0.01%
1,973
-700
628
$107K ﹤0.01%
3,075
-1,500
629
$106K ﹤0.01%
29,412
-34,304
630
$104K ﹤0.01%
16,098
631
$103K ﹤0.01%
32,731
+25,228
632
$101K ﹤0.01%
+8,556
633
$98.5K ﹤0.01%
7,448
+1,607
634
$95.8K ﹤0.01%
+7,900
635
$95.2K ﹤0.01%
2,801
636
$94.4K ﹤0.01%
1,741
637
$92.8K ﹤0.01%
9,410
-9,778
638
$92.3K ﹤0.01%
+12,500
639
$92.1K ﹤0.01%
+11,383
640
$91.8K ﹤0.01%
+7,094
641
$91.2K ﹤0.01%
1,011
642
$91.1K ﹤0.01%
+8,799
643
$90.2K ﹤0.01%
2,380
-2,413
644
$90K ﹤0.01%
281,333
-24,699
645
$88K ﹤0.01%
22,113
-22,953
646
$85.9K ﹤0.01%
+4,252
647
$84.4K ﹤0.01%
15,767
-63,891
648
$82.9K ﹤0.01%
12,358
+9,409
649
$82.2K ﹤0.01%
373,180
-17,258
650
$80K ﹤0.01%
444,654
24 25
26
27 28