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
$670M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.31M
3
+$2.27M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.98M

Top Sells

1
+$9.29M
2
+$1.85M
3
+$1.81M
4
AMGN icon
Amgen
AMGN
+$1.79M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.57M

Sector Composition

1 Financials 9.87%
2 Technology 7.29%
3 Communication Services 6.01%
4 Healthcare 4.24%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$366K 0.05%
13,620
+3,593
252
$366K 0.05%
4,922
+87
253
$365K 0.05%
4,980
+888
254
$362K 0.05%
5,946
255
$361K 0.05%
+6,275
256
$361K 0.05%
7,571
+134
257
$360K 0.05%
2,838
-10
258
$356K 0.05%
2,143
+1
259
$355K 0.05%
4,036
+150
260
$352K 0.05%
7,267
+1,087
261
$352K 0.05%
7,025
-90
262
$351K 0.05%
3,194
-285
263
$349K 0.05%
7,756
-80
264
$348K 0.05%
+6,096
265
$344K 0.05%
274
266
$341K 0.05%
16,000
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267
$340K 0.05%
1,763
-10
268
$338K 0.05%
+1,100
269
$334K 0.05%
5,374
+180
270
$333K 0.05%
5,469
+2,227
271
$329K 0.05%
2,394
-665
272
$327K 0.05%
2,316
273
$324K 0.05%
1,290
+314
274
$321K 0.05%
6,830
275
$317K 0.05%
2,137
+33
9 10
11
12 13