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
726
$36.8K ﹤0.01%
282,992
+1,957
727
$36.7K ﹤0.01%
1,174
-64,679
728
$35.7K ﹤0.01%
324,022
729
$35.4K ﹤0.01%
967
730
$35.1K ﹤0.01%
400
731
$34.3K ﹤0.01%
80,189
+16,532
732
$33.8K ﹤0.01%
+33
733
$33.6K ﹤0.01%
+480,415
734
$33.3K ﹤0.01%
87,585
-11,053
735
$33.2K ﹤0.01%
181,714
+139,195
736
$32.8K ﹤0.01%
+2,846
737
$32.6K ﹤0.01%
88,960
-14,174
738
$32.3K ﹤0.01%
6,536
-14,986
739
$31.9K ﹤0.01%
212,533
-30,866
740
$31.8K ﹤0.01%
53,938
-24,143
741
$31.4K ﹤0.01%
139,159
742
$31.2K ﹤0.01%
+64,980
743
$31.1K ﹤0.01%
191,067
+92,565
744
$30.9K ﹤0.01%
237,348
745
$30.3K ﹤0.01%
+2,990
746
$30.2K ﹤0.01%
30,843
-46,071
747
$30K ﹤0.01%
+250,000
748
$29.6K ﹤0.01%
474,346
+879
749
$29.2K ﹤0.01%
550,759
-12,734
750
$28.9K ﹤0.01%
49,880
+8,993
28 29
30
31 32