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
901
$4.26K ﹤0.01%
142,051
902
$4.07K ﹤0.01%
304,000
903
$4.03K ﹤0.01%
281
904
$3.99K ﹤0.01%
13,770
-1,248
905
$3.95K ﹤0.01%
70,641
-1,505
906
$3.88K ﹤0.01%
205,337
907
$3.87K ﹤0.01%
+215
908
$3.62K ﹤0.01%
166,011
909
$3.53K ﹤0.01%
362
-4,162
910
$3.5K ﹤0.01%
25,000
911
$3.46K ﹤0.01%
126
912
$3.44K ﹤0.01%
27,067
+20,773
913
$3.41K ﹤0.01%
172
-34,930
914
$3.3K ﹤0.01%
75,565
-12,692
915
$3.25K ﹤0.01%
157,279
+84,289
916
$3.23K ﹤0.01%
210,000
917
$3.23K ﹤0.01%
215,025
918
$3.22K ﹤0.01%
13,428
+12,474
919
$3.19K ﹤0.01%
+245,000
920
$3.16K ﹤0.01%
157,083
921
$3.15K ﹤0.01%
57,248
-4,800
922
$3.13K ﹤0.01%
67,123
-741
923
$3.07K ﹤0.01%
103
924
$3.06K ﹤0.01%
244,441
925
$3.04K ﹤0.01%
60,831
+4,340
35 36
37
38 39