WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
+$41.7M
2
+$33.6M
3
+$23.1M
4
TSLA icon
Tesla
TSLA
+$22M
5
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$14.2M

Top Sells

1
+$49.5M
2
+$26.4M
3
+$14.5M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
VACHU
Voyager Acquisition Corp Unit
VACHU
+$8.22M

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
76
$4.72M 0.08%
+464,603
77
$4.72M 0.08%
405,249
-59
78
$4.65M 0.08%
452,223
+194,728
79
$4.63M 0.08%
288,883
-24,005
80
$4.62M 0.08%
398,712
-133,231
81
$4.58M 0.08%
+29,845
82
$4.56M 0.08%
262,585
+165,712
83
$4.52M 0.08%
420,301
+57,631
84
$4.47M 0.08%
443,484
-47,828
85
$4.4M 0.08%
437,258
+277,258
86
$4.31M 0.08%
+429,700
87
$4.24M 0.08%
21,000
+13,000
88
$4.22M 0.08%
+420,000
89
$4.19M 0.07%
110,493
+24,928
90
$4.11M 0.07%
52,517
+11,479
91
$4.07M 0.07%
44,000
+25,000
92
$4.06M 0.07%
+403,715
93
$4.02M 0.07%
126,932
+6,222
94
$4M 0.07%
+402,061
95
$3.99M 0.07%
166,500
+61,500
96
$3.95M 0.07%
105,349
+11,286
97
$3.93M 0.07%
3,225
+10
98
$3.83M 0.07%
631,302
-59,902
99
$3.71M 0.07%
116,073
+25,768
100
$3.68M 0.07%
344,259
+99,983
2 3
4
5 6