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
876
$6.04K ﹤0.01%
162,419
877
$6.03K ﹤0.01%
60,270
878
$5.82K ﹤0.01%
121,585
879
$5.78K ﹤0.01%
+40,900
880
$5.74K ﹤0.01%
324,022
881
$5.67K ﹤0.01%
65,909
882
$5.53K ﹤0.01%
28
883
$5.5K ﹤0.01%
+50,000
884
$5.41K ﹤0.01%
90,000
885
$5.38K ﹤0.01%
195,083
886
$5.21K ﹤0.01%
275,845
887
$5.17K ﹤0.01%
1,032
-3,716
888
$5.03K ﹤0.01%
71,915
-1,000
889
$4.98K ﹤0.01%
+166,064
890
$4.98K ﹤0.01%
14,025
+4,956
891
$4.93K ﹤0.01%
89,786
-46,191
892
$4.89K ﹤0.01%
287,889
893
$4.89K ﹤0.01%
122,328
+1,200
894
$4.84K ﹤0.01%
268,738
+3,762
895
$4.82K ﹤0.01%
160,544
896
$4.66K ﹤0.01%
1,277
897
$4.51K ﹤0.01%
45,000
898
$4.5K ﹤0.01%
50,000
899
$4.4K ﹤0.01%
+31,431
900
$4.29K ﹤0.01%
+5,966
34 35
36
37 38