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 5.91%
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
176
$2.27M 0.02%
6,249
+5,969
177
$2.26M 0.02%
+225,000
178
$2.25M 0.02%
12,500
+6,000
179
$2.24M 0.02%
19,803
-16,799
180
$2.23M 0.02%
127,077
+48,063
181
$2.22M 0.02%
+224,240
182
$2.2M 0.02%
+136,831
183
$2.18M 0.02%
+424,875
184
$2.18M 0.02%
166,430
185
$2.17M 0.02%
395,814
+140,000
186
$2.17M 0.02%
160,788
187
$2.15M 0.02%
+19,720
188
$2.15M 0.02%
+217,614
189
$2.13M 0.02%
202,192
+48,400
190
$2.12M 0.02%
+47,234
191
$2.12M 0.02%
+24,816
192
$2.08M 0.02%
38,032
+6,345
193
$2.08M 0.02%
1,019,910
194
$2.07M 0.02%
33,393
+1,598
195
$2.06M 0.02%
242,063
+100,819
196
$2.05M 0.02%
19,256
+2,294
197
$2.05M 0.02%
517,866
198
$1.99M 0.02%
4,200
+900
199
$1.99M 0.02%
18,897
-1,985
200
$1.97M 0.02%
+196,100
6 7
8
9 10