WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.1M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.77M

Top Sells

1
+$5.25M
2
+$1.84M
3
+$1.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.48M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$913K

Sector Composition

1 Financials 8.64%
2 Technology 7.27%
3 Communication Services 6.38%
4 Healthcare 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$431K 0.07%
+3,073
227
$429K 0.07%
+5,544
228
$429K 0.07%
20,300
-6,050
229
$428K 0.07%
8,215
+619
230
$426K 0.07%
+2,730
231
$423K 0.07%
3,848
+1,785
232
$420K 0.07%
+2,027
233
$415K 0.07%
+7,678
234
$415K 0.07%
8,259
+2,337
235
$415K 0.07%
+4,619
236
$414K 0.07%
3,115
-315
237
$408K 0.07%
7,350
-1,000
238
$405K 0.07%
+9,280
239
$404K 0.07%
+2,862
240
$401K 0.07%
17,500
-8,000
241
$394K 0.07%
+6,786
242
$394K 0.07%
+7,643
243
$390K 0.07%
+12,930
244
$389K 0.07%
16,380
-791
245
$388K 0.07%
5,414
-1,564
246
$384K 0.07%
5,740
-2,400
247
$382K 0.07%
8,879
+962
248
$381K 0.07%
188
+20
249
$375K 0.07%
2,788
+978
250
$374K 0.07%
26,080
+5,487
8 9
10
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