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
651
$79.3K ﹤0.01%
5,362
652
$78.3K ﹤0.01%
9,464
-150,146
653
$76.5K ﹤0.01%
7,039
-19,743
654
$76.1K ﹤0.01%
330
-119,100
655
$75.1K ﹤0.01%
695
+645
656
$74.9K ﹤0.01%
2,851
-2,404
657
$73.5K ﹤0.01%
1,800
658
$71.8K ﹤0.01%
17,057
-26,855
659
$70.8K ﹤0.01%
+6,332
660
$69.9K ﹤0.01%
+800
661
$69.5K ﹤0.01%
+6,276
662
$67.9K ﹤0.01%
+11,993
663
$67.5K ﹤0.01%
+9,169
664
$66.6K ﹤0.01%
3,655
-85,134
665
$63.8K ﹤0.01%
+25,105
666
$62.8K ﹤0.01%
+2,600
667
$62.7K ﹤0.01%
266,788
+260,667
668
$62.6K ﹤0.01%
9,407
+3,000
669
$62.5K ﹤0.01%
+6,368
670
$62.1K ﹤0.01%
30,272
-35,625
671
$62K ﹤0.01%
281,672
672
$61.4K ﹤0.01%
204,642
+64,959
673
$60.7K ﹤0.01%
+246
674
$60.6K ﹤0.01%
40,371
-9,216
675
$60.3K ﹤0.01%
570,164
25 26
27
28 29