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 5.88%
2 Technology 3.12%
3 Industrials 2.28%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.66M 0.04%
182,024
-48,141
102
$3.61M 0.04%
28,000
+9,000
103
$3.61M 0.04%
84,250
+24,987
104
$3.57M 0.04%
324,147
-9,532
105
$3.56M 0.04%
313,269
+74,618
106
$3.53M 0.04%
103,118
107
$3.48M 0.03%
85,778
+41,949
108
$3.45M 0.03%
353,905
+166,180
109
$3.38M 0.03%
+31,418
110
$3.31M 0.03%
319,069
+205,826
111
$3.29M 0.03%
327,172
+223,672
112
$3.21M 0.03%
+251,949
113
$3.19M 0.03%
78,854
+9,961
114
$3.18M 0.03%
315,465
+251,975
115
$3.18M 0.03%
+20,573
116
$3.18M 0.03%
9,026
+7,534
117
$3.16M 0.03%
251,127
-210,196
118
$3.11M 0.03%
+310,000
119
$3.1M 0.03%
173,238
+40,250
120
$3.09M 0.03%
+18,527
121
$3.06M 0.03%
248,207
+24,986
122
$3.06M 0.03%
+400,000
123
$3.03M 0.03%
37,476
+14,982
124
$3.03M 0.03%
298,553
+11,439
125
$3.03M 0.03%
+302,660
3 4
5
6 7