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
1
$80.3M 1.44%
983,928
+575,410
2
$36.2M 0.65%
+594,538
3
$33.2M 0.59%
114,562
+42,748
4
$29.8M 0.53%
728,787
+16,272
5
$27.7M 0.49%
+68,476
6
$20.1M 0.36%
717,192
-100,100
7
$19.9M 0.36%
165,021
+160,672
8
$16.8M 0.3%
76,564
+61,253
9
$15.7M 0.28%
1,559,166
+1,228,266
10
$14.1M 0.25%
+188,000
11
$14.1M 0.25%
31,611
+18,905
12
$13.8M 0.25%
+300,981
13
$13.6M 0.24%
+76,839
14
$13.2M 0.24%
133,468
+76,324
15
$13.1M 0.23%
162,771
+146,000
16
$13.1M 0.23%
208,978
+25,368
17
$13M 0.23%
+1,973,978
18
$12.9M 0.23%
207,823
-17,073
19
$12.6M 0.23%
177,980
+41,673
20
$12.2M 0.22%
+176,000
21
$12.1M 0.22%
1,155,429
+128,880
22
$11.6M 0.21%
346,692
+301,121
23
$11.3M 0.2%
+152,699
24
$11.3M 0.2%
+171,000
25
$11.2M 0.2%
450,941
-35,400
1
2 3 4 5