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
676
$60K ﹤0.01%
6,148
-28,418
677
$60K ﹤0.01%
2,560
-3,431
678
$59.9K ﹤0.01%
168,638
-3,979
679
$59.7K ﹤0.01%
+5,409
680
$59.4K ﹤0.01%
7,427
-7,985
681
$59.2K ﹤0.01%
1,725
682
$59.1K ﹤0.01%
+7,018
683
$59K ﹤0.01%
1,032
-69,177
684
$58.5K ﹤0.01%
390,000
685
$58.3K ﹤0.01%
32,035
-28,381
686
$58.2K ﹤0.01%
372,715
-3,000
687
$57.4K ﹤0.01%
+600
688
$57.2K ﹤0.01%
+3,190
689
$56.4K ﹤0.01%
7,729
690
$55.2K ﹤0.01%
10,979
-61,769
691
$54.3K ﹤0.01%
+12,201
692
$53.8K ﹤0.01%
59,090
+35,928
693
$52.9K ﹤0.01%
10,528
-15,642
694
$52.8K ﹤0.01%
+572
695
$50.6K ﹤0.01%
+13,234
696
$50.5K ﹤0.01%
219,700
+4,153
697
$50.5K ﹤0.01%
2,322
698
$49.9K ﹤0.01%
+2,725
699
$49.4K ﹤0.01%
8,713
-55,352
700
$49K ﹤0.01%
+408,453
26 27
28
29 30