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
826
$11.7K ﹤0.01%
928
-102,980
827
$11.7K ﹤0.01%
292,328
828
$11.2K ﹤0.01%
82,797
-4,755
829
$11K ﹤0.01%
+325
830
$10.9K ﹤0.01%
+606
831
$10.8K ﹤0.01%
103,980
832
$10.8K ﹤0.01%
200,638
-32,506
833
$10.6K ﹤0.01%
25,914
-24,881
834
$10.5K ﹤0.01%
+75,000
835
$10.5K ﹤0.01%
201,785
836
$10.4K ﹤0.01%
+446
837
$10.1K ﹤0.01%
174,462
838
$10.1K ﹤0.01%
+84
839
$10.1K ﹤0.01%
+239
840
$10K ﹤0.01%
17,309
-24,679
841
$9.88K ﹤0.01%
940
-972
842
$9.66K ﹤0.01%
+70,000
843
$9.63K ﹤0.01%
900
844
$9.58K ﹤0.01%
318
-17,909
845
$9.44K ﹤0.01%
157
846
$9.42K ﹤0.01%
340,018
847
$9.39K ﹤0.01%
170,696
-11,641
848
$9.22K ﹤0.01%
+800
849
$8.89K ﹤0.01%
1,000
850
$8.86K ﹤0.01%
95,302
-1,905
32 33
34
35 36