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
$376M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.62M
3
+$1.59M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.11M

Top Sells

1
+$1.98M
2
+$1.71M
3
+$1.55M
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$1.28M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.18M

Sector Composition

1 Healthcare 6.45%
2 Financials 5.89%
3 Industrials 3.81%
4 Technology 3.68%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$254K 0.07%
4,774
252
$248K 0.07%
2,891
-125
253
$247K 0.07%
+3,233
254
$246K 0.07%
28,311
-1,525
255
$246K 0.07%
6,375
+336
256
$245K 0.07%
+2,295
257
$244K 0.06%
+2,361
258
$244K 0.06%
1,975
-872
259
$241K 0.06%
14,764
+60
260
$238K 0.06%
2,687
261
$238K 0.06%
10,166
-558
262
$237K 0.06%
1,685
-245
263
$236K 0.06%
14,124
+483
264
$230K 0.06%
4,584
-13,787
265
$228K 0.06%
+10,700
266
$227K 0.06%
1,400
-1,010
267
$222K 0.06%
4,750
268
$222K 0.06%
2,350
-481
269
$222K 0.06%
+1,800
270
$221K 0.06%
2,823
+310
271
$220K 0.06%
+1,153
272
$218K 0.06%
6,488
-341
273
$218K 0.06%
12,558
+955
274
$218K 0.06%
+8,159
275
$210K 0.06%
13,306
+166
9 10
11
12 13