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
1401
– –
0
1402
– –
-4,834
1403
– –
0
1404
– –
-225,302
1405
– –
0
1406
– –
0
1407
– –
-28,518
1408
– –
0
1409
– –
0
1410
– –
-26,208
1411
– –
-134,839
1412
– –
0
1413
– –
-14,442
1414
– –
0
1415
– –
-24,719
1416
– –
-28,214
1417
– –
-19,881
1418
– –
-1,500
1419
– –
-12,500
1420
– –
-16,369
1421
– –
-12,088
1422
– –
0
1423
– –
0
1424
– –
-57
1425
– –
0
55 56
57
58 59