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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$785K 0.06%
28,065
+2,031
227
$781K 0.06%
6,144
228
$770K 0.06%
10,444
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229
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13,625
+700
230
$763K 0.06%
24,900
-2,640
231
$756K 0.06%
13,869
+6,601
232
$753K 0.06%
8,235
233
$749K 0.06%
7,760
234
$744K 0.06%
3,374
235
$741K 0.06%
11,846
+1,632
236
$734K 0.06%
13,665
-139
237
$734K 0.06%
8,970
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238
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3,204
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239
$725K 0.06%
12,215
-65
240
$717K 0.06%
11,289
+1,564
241
$715K 0.06%
12,490
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242
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22,685
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243
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12,993
244
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4,303
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245
$697K 0.06%
14,854
+1,862
246
$692K 0.06%
2,709
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247
$689K 0.06%
2,305
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248
$688K 0.06%
7,434
-1,742
249
$677K 0.06%
35,433
+2,245
250
$666K 0.05%
4,499
+466
8 9
10
11 12