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
851
$8.66K ﹤0.01%
+78,706
852
$8.47K ﹤0.01%
+69,098
853
$8.31K ﹤0.01%
76,000
-27,929
854
$8.29K ﹤0.01%
39,491
-7,529
855
$8.25K ﹤0.01%
2,052
856
$8.24K ﹤0.01%
51,537
+4,992
857
$8.16K ﹤0.01%
194,408
858
$8.1K ﹤0.01%
+60,014
859
$7.98K ﹤0.01%
269,613
+17,974
860
$7.65K ﹤0.01%
+19
861
$7.45K ﹤0.01%
496,807
862
$7.44K ﹤0.01%
186,026
863
$7.19K ﹤0.01%
44,955
+11,393
864
$6.89K ﹤0.01%
139,159
865
$6.83K ﹤0.01%
30,367
-2,548
866
$6.83K ﹤0.01%
294,479
+696
867
$6.77K ﹤0.01%
123,142
868
$6.71K ﹤0.01%
600
-48,104
869
$6.62K ﹤0.01%
42,427
-4,515
870
$6.62K ﹤0.01%
+668,324
871
$6.54K ﹤0.01%
+60,528
872
$6.53K ﹤0.01%
25,095
+23,280
873
$6.42K ﹤0.01%
130,000
874
$6.12K ﹤0.01%
204,163
+2,458
875
$6.05K ﹤0.01%
754
-1,651
33 34
35
36 37