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
1001
$594 ﹤0.01%
19,129
1002
$562 ﹤0.01%
+9,301
1003
$557 ﹤0.01%
177
-212
1004
$555 ﹤0.01%
19,571
1005
$525 ﹤0.01%
75,000
1006
$505 ﹤0.01%
12,098
1007
$482 ﹤0.01%
10,761
1008
$470 ﹤0.01%
35,134
1009
$444 ﹤0.01%
16,064
+1,200
1010
$421 ﹤0.01%
31,013
1011
$409 ﹤0.01%
+3
1012
$388 ﹤0.01%
74,720
1013
$383 ﹤0.01%
54,752
+32,550
1014
$363 ﹤0.01%
43,796
1015
$320 ﹤0.01%
25,243
+1,200
1016
$308 ﹤0.01%
38,054
1017
$305 ﹤0.01%
12,449
+8,393
1018
$304 ﹤0.01%
128
-68
1019
$304 ﹤0.01%
+15,203
1020
$299 ﹤0.01%
3,256
-1,047
1021
$296 ﹤0.01%
8,735
-1,200
1022
$285 ﹤0.01%
9,567
-3,500
1023
$267 ﹤0.01%
222,900
1024
$259 ﹤0.01%
19,199
1025
$245 ﹤0.01%
3,845
39 40
41
42 43