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
$614M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5.38M
3
+$2.52M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.33M

Top Sells

1
+$4.64M
2
+$2.57M
3
+$2.37M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.78M

Sector Composition

1 Financials 9.09%
2 Technology 7.24%
3 Communication Services 5.97%
4 Healthcare 5.3%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$466K 0.08%
5,445
+3,410
227
$465K 0.08%
2,386
-6
228
$464K 0.08%
4,619
229
$437K 0.07%
12,930
230
$433K 0.07%
7,528
-150
231
$430K 0.07%
6,902
-6,024
232
$429K 0.07%
7,383
+600
233
$427K 0.07%
5,544
234
$425K 0.07%
13,294
-4,121
235
$421K 0.07%
3,762
-834
236
$420K 0.07%
+32,588
237
$416K 0.07%
3,619
+97
238
$412K 0.07%
7,643
239
$399K 0.07%
7,376
-765
240
$397K 0.06%
17,150
-350
241
$397K 0.06%
2,695
-35
242
$395K 0.06%
8,558
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243
$395K 0.06%
3,680
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244
$392K 0.06%
12,007
+1,500
245
$388K 0.06%
7,600
+250
246
$387K 0.06%
9,058
-21,900
247
$387K 0.06%
7,028
-1,187
248
$387K 0.06%
+12,259
249
$386K 0.06%
6,786
250
$382K 0.06%
9,022
-85
8 9
10
11 12