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
126
$3M 0.05%
61,648
-13,046
127
$3M 0.05%
257,254
-157,767
128
$2.98M 0.05%
135,942
+14,569
129
$2.98M 0.05%
+13,554
130
$2.95M 0.05%
252,785
-1,080
131
$2.95M 0.05%
+33,605
132
$2.92M 0.05%
+80,000
133
$2.92M 0.05%
288,831
+209,254
134
$2.92M 0.05%
+330,516
135
$2.9M 0.05%
106,836
136
$2.89M 0.05%
44,633
137
$2.89M 0.05%
260,055
-831
138
$2.84M 0.05%
162,843
-83,100
139
$2.83M 0.05%
35,432
+31,191
140
$2.83M 0.05%
+162,000
141
$2.82M 0.05%
10,804
+5,473
142
$2.81M 0.05%
250,000
143
$2.81M 0.05%
40,065
-4,034
144
$2.79M 0.05%
236,739
-4,822
145
$2.79M 0.05%
67,324
-50,580
146
$2.77M 0.05%
73,794
+46,851
147
$2.77M 0.05%
+275,000
148
$2.71M 0.05%
262,689
+154,920
149
$2.7M 0.05%
+48,596
150
$2.7M 0.05%
187,617
+156,141
4 5
6
7 8