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
926
$3K ﹤0.01%
+1,447
927
$2.82K ﹤0.01%
181,012
928
$2.77K ﹤0.01%
31,313
929
$2.7K ﹤0.01%
+1,016
930
$2.6K ﹤0.01%
+133
931
$2.59K ﹤0.01%
1,109
-8,001
932
$2.51K ﹤0.01%
167,372
-3,358
933
$2.33K ﹤0.01%
+200
934
$2.29K ﹤0.01%
+859
935
$2.25K ﹤0.01%
149,889
936
$2.2K ﹤0.01%
26,836
+1,790
937
$2.19K ﹤0.01%
+1,174
938
$2.18K ﹤0.01%
+338
939
$2.17K ﹤0.01%
+500
940
$2.17K ﹤0.01%
69
-134
941
$2.16K ﹤0.01%
119,850
942
$2.14K ﹤0.01%
71,415
943
$2.12K ﹤0.01%
147,101
944
$2.12K ﹤0.01%
+86
945
$2.08K ﹤0.01%
39,579
946
$2.08K ﹤0.01%
244,531
947
$2.04K ﹤0.01%
30,824
-34,458
948
$1.88K ﹤0.01%
6,732
-10,118
949
$1.85K ﹤0.01%
46,229
-3,456
950
$1.82K ﹤0.01%
60,538
36 37
38
39 40