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
$741M
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$12M
3
+$8.86M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.77M
5
LMT icon
Lockheed Martin
LMT
+$3.71M

Top Sells

1
+$34.2M
2
+$21.6M
3
+$13.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.2M
5
GILD icon
Gilead Sciences
GILD
+$10.2M

Sector Composition

1 Technology 14.02%
2 Healthcare 4.94%
3 Financials 4.25%
4 Communication Services 4.08%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.04%
5,881
-2,495
227
$279K 0.04%
1,500
-329
228
$277K 0.04%
4,504
229
$277K 0.04%
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-1,496
230
$275K 0.04%
7,034
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231
$273K 0.04%
7,608
+2,404
232
$268K 0.04%
26,000
-7,500
233
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234
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235
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236
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237
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3,145
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238
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239
$254K 0.03%
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240
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241
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245
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246
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247
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248
$231K 0.03%
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249
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1,000
-12,779
250
$225K 0.03%
1,118
+21
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10
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