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
1051
$97 ﹤0.01%
10,348
1052
$83 ﹤0.01%
4,621
+4,544
1053
$81 ﹤0.01%
13,423
1054
$65 ﹤0.01%
13,062
1055
$52 ﹤0.01%
6,961
1056
$39 ﹤0.01%
2,168
1057
$30 ﹤0.01%
+2,396
1058
$27 ﹤0.01%
1,000
1059
$24 ﹤0.01%
23
1060
$18 ﹤0.01%
193
-12,809
1061
$14 ﹤0.01%
1,341
1062
$10 ﹤0.01%
2
1063
$10 ﹤0.01%
1
-816,906
1064
$5 ﹤0.01%
1
1065
$4 ﹤0.01%
+1,334
1066
$3 ﹤0.01%
822
1067
– –
-219,677
1068
– –
-14,133
1069
– –
-249,630
1070
– –
-14,327
1071
– –
-371,898
1072
– –
-800
1073
– –
-562
1074
– –
-165,797
1075
– –
-9,600
41 42
43
44 45