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
1026
$227 ﹤0.01%
12,652
1027
$226 ﹤0.01%
+1,414
1028
$223 ﹤0.01%
2,321
1029
$220 ﹤0.01%
122
-3,433
1030
$213 ﹤0.01%
4,261
1031
$212 ﹤0.01%
4,965
1032
$188 ﹤0.01%
5,013
-16,200
1033
$184 ﹤0.01%
+4,857
1034
$175 ﹤0.01%
26,965
1035
$175 ﹤0.01%
3,546
-916
1036
$171 ﹤0.01%
22,235
1037
$164 ﹤0.01%
63
1038
$162 ﹤0.01%
25,443
1039
$156 ﹤0.01%
22,340
1040
$139 ﹤0.01%
21,817
1041
$135 ﹤0.01%
16
+11
1042
$131 ﹤0.01%
12
1043
$126 ﹤0.01%
6,253
+2,700
1044
$119 ﹤0.01%
15,293
1045
$116 ﹤0.01%
+70
1046
$115 ﹤0.01%
3,971
+2,400
1047
$105 ﹤0.01%
458
-27,989
1048
$103 ﹤0.01%
19,128
1049
$101 ﹤0.01%
2,937
+100
1050
$99 ﹤0.01%
1,210
40 41
42
43 44