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
751
$28.4K ﹤0.01%
+141,978
752
$28.3K ﹤0.01%
585,000
753
$28.3K ﹤0.01%
101,109
-16,090
754
$28.2K ﹤0.01%
+2,155
755
$27.7K ﹤0.01%
394,267
-1,000
756
$27.6K ﹤0.01%
172,703
-17,352
757
$27.3K ﹤0.01%
447
758
$26.3K ﹤0.01%
175,000
759
$26.2K ﹤0.01%
+128,017
760
$26K ﹤0.01%
+9,632
761
$25.7K ﹤0.01%
3,655
+286
762
$25.5K ﹤0.01%
1,732
-23
763
$25.2K ﹤0.01%
100,879
-30,688
764
$25.1K ﹤0.01%
1,083
765
$24.7K ﹤0.01%
215,025
766
$24.4K ﹤0.01%
71,881
-2,871
767
$24.4K ﹤0.01%
+203,000
768
$24.2K ﹤0.01%
+4,726
769
$24.2K ﹤0.01%
1,750
770
$23.9K ﹤0.01%
304,000
771
$23.5K ﹤0.01%
79,456
+4,456
772
$23.3K ﹤0.01%
456,130
+81,591
773
$23K ﹤0.01%
332,022
774
$23K ﹤0.01%
753,019
+115,344
775
$22.8K ﹤0.01%
+16,868
29 30
31
32 33