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
201
$1.97M 0.02%
13,613
+12,672
202
$1.96M 0.02%
+196,492
203
$1.96M 0.02%
190,000
-10,000
204
$1.92M 0.02%
145,595
+71,133
205
$1.88M 0.02%
+35,495
206
$1.87M 0.02%
177,947
-74,968
207
$1.87M 0.02%
1,365,168
208
$1.86M 0.02%
357,661
-10,382
209
$1.86M 0.02%
153,004
+114,624
210
$1.85M 0.02%
+183,726
211
$1.84M 0.02%
197,406
+104,438
212
$1.79M 0.02%
40,921
+1,014
213
$1.76M 0.02%
+175,000
214
$1.74M 0.02%
82,173
-166
215
$1.74M 0.02%
24,737
-5,401
216
$1.74M 0.02%
1,370
+9
217
$1.73M 0.02%
3,800
+2,800
218
$1.73M 0.02%
224,341
219
$1.73M 0.02%
+36,550
220
$1.72M 0.02%
459,853
221
$1.72M 0.02%
109,284
+71,390
222
$1.72M 0.02%
23,226
+23,006
223
$1.72M 0.02%
85,242
224
$1.71M 0.02%
+26,000
225
$1.7M 0.02%
+216,278
7 8
9
10 11