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 5.87%
2 Technology 3.32%
3 Industrials 2.16%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
– –
0
1377
– –
0
1378
– –
0
1379
– –
0
1380
– –
-10,457
1381
– –
0
1382
– –
0
1383
– –
-4,604
1384
– –
-20,433
1385
– –
0
1386
– –
-1,514
1387
– –
0
1388
– –
0
1389
– –
-39,147
1390
– –
0
1391
– –
-56,258
1392
– –
-85,968
1393
– –
0
1394
– –
0
1395
– –
0
1396
– –
-33,000
1397
– –
0
1398
– –
0
1399
– –
0
1400
– –
-2,802
54 55
56
57 58