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
951
$1.79K ﹤0.01%
105,430
-1,219
952
$1.78K ﹤0.01%
+178,583
953
$1.74K ﹤0.01%
294,493
+12,550
954
$1.68K ﹤0.01%
19,295
+8,467
955
$1.67K ﹤0.01%
18,565
+4,858
956
$1.65K ﹤0.01%
3,656
-5,043
957
$1.62K ﹤0.01%
24,592
+5,149
958
$1.54K ﹤0.01%
167,364
959
$1.49K ﹤0.01%
100
-86
960
$1.49K ﹤0.01%
59,571
961
$1.45K ﹤0.01%
14,508
-13,345
962
$1.42K ﹤0.01%
59,219
+20,777
963
$1.4K ﹤0.01%
1,748
-31,646
964
$1.36K ﹤0.01%
+623
965
$1.25K ﹤0.01%
37,500
966
$1.13K ﹤0.01%
10,618
-12,150
967
$1.12K ﹤0.01%
86,526
968
$1.11K ﹤0.01%
53,882
969
$1.1K ﹤0.01%
+95
970
$1.02K ﹤0.01%
29,102
971
$988 ﹤0.01%
+100
972
$987 ﹤0.01%
15,185
-11,914
973
$947 ﹤0.01%
5,266
+543
974
$944 ﹤0.01%
9,446
-19,025
975
$904 ﹤0.01%
8,246
-2,950
37 38
39
40 41