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
801
$16.1K ﹤0.01%
+84,543
802
$15.8K ﹤0.01%
121,585
803
$15.6K ﹤0.01%
312,061
804
$15.3K ﹤0.01%
13,900
-851
805
$15.2K ﹤0.01%
1,500
-100,000
806
$14.7K ﹤0.01%
1,579
807
$14.5K ﹤0.01%
76
-82,218
808
$14.4K ﹤0.01%
300
809
$14.1K ﹤0.01%
78
810
$14K ﹤0.01%
446,019
811
$13.4K ﹤0.01%
+15,889
812
$13.3K ﹤0.01%
381,272
813
$13.3K ﹤0.01%
315
814
$13.1K ﹤0.01%
119,177
-290
815
$12.7K ﹤0.01%
162
816
$12.7K ﹤0.01%
70,349
817
$12.6K ﹤0.01%
251,166
-21,605
818
$12.5K ﹤0.01%
+104,312
819
$12.5K ﹤0.01%
113,271
+69,640
820
$12.4K ﹤0.01%
38,587
-39,014
821
$12.2K ﹤0.01%
222,447
822
$11.9K ﹤0.01%
1,548
823
$11.8K ﹤0.01%
79,860
+19,337
824
$11.7K ﹤0.01%
390,000
825
$11.7K ﹤0.01%
13,456
-16,536
31 32
33
34 35