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
701
$48.3K ﹤0.01%
639,971
+491,774
702
$47.2K ﹤0.01%
772
703
$47.1K ﹤0.01%
214,067
+7,432
704
$47K ﹤0.01%
4,471
-2,608
705
$46.3K ﹤0.01%
+308,900
706
$46.2K ﹤0.01%
5,116
-94,343
707
$45.2K ﹤0.01%
+4,259
708
$45K ﹤0.01%
6,661
+3,425
709
$44.1K ﹤0.01%
+2,649
710
$43.8K ﹤0.01%
6,400
711
$43.4K ﹤0.01%
10,265
+6,285
712
$42.7K ﹤0.01%
502,711
-74,451
713
$42.4K ﹤0.01%
77,009
+75,608
714
$41.8K ﹤0.01%
245,707
-344
715
$41K ﹤0.01%
5,292
-47,201
716
$39.5K ﹤0.01%
192,870
+24,049
717
$39.4K ﹤0.01%
1,138
718
$39.2K ﹤0.01%
1,168
719
$38.9K ﹤0.01%
287,889
720
$38.4K ﹤0.01%
1,589
-9,768
721
$38.2K ﹤0.01%
2,217
-48,200
722
$37.9K ﹤0.01%
3,623
-2,135
723
$37.4K ﹤0.01%
1,504
724
$37.3K ﹤0.01%
6,600
-226,760
725
$37.2K ﹤0.01%
3,738
27 28
29
30 31