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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$632K 0.06%
5,257
-356
227
$627K 0.06%
5,119
-332
228
$625K 0.06%
11,463
+273
229
$624K 0.06%
+11,400
230
$623K 0.06%
11,225
+756
231
$615K 0.06%
+8,182
232
$606K 0.06%
4,945
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233
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+10,795
234
$604K 0.06%
5,191
+13
235
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3,445
-178
236
$594K 0.06%
+2,802
237
$590K 0.06%
+1,721
238
$582K 0.06%
+15,489
239
$582K 0.06%
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240
$580K 0.06%
1,647
-11,688
241
$571K 0.05%
+1,080
242
$567K 0.05%
9,955
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$566K 0.05%
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244
$562K 0.05%
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245
$561K 0.05%
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246
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6,506
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247
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5,298
-270
248
$542K 0.05%
+4,638
249
$538K 0.05%
5,585
-539
250
$538K 0.05%
2,136
-35
8 9
10
11 12