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
976
$896 ﹤0.01%
122,847
977
$888 ﹤0.01%
116,956
978
$841 ﹤0.01%
6,181
-32,618
979
$835 ﹤0.01%
19,467
+1,300
980
$831 ﹤0.01%
6,461
-5,303
981
$827 ﹤0.01%
17,905
-4,128
982
$800 ﹤0.01%
50,050
983
$797 ﹤0.01%
35,302
-990
984
$785 ﹤0.01%
22,443
-184
985
$773 ﹤0.01%
29,768
986
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-33
987
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29,602
988
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18,823
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989
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+20,000
990
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33,548
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992
$683 ﹤0.01%
26,801
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993
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36,321
994
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5,190
-10,202
995
$651 ﹤0.01%
8,655
-6,864
996
$627 ﹤0.01%
9,598
-6,795
997
$620 ﹤0.01%
44,651
998
$613 ﹤0.01%
4,464
+4,163
999
$610 ﹤0.01%
61,029
1000
$602 ﹤0.01%
+213
38 39
40
41 42