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
251
$525K 0.05%
9,950
+2,000
252
$525K 0.05%
1,635
253
$514K 0.05%
6,114
-300
254
$513K 0.05%
+905
255
$513K 0.05%
13,739
-272
256
$511K 0.05%
+7,450
257
$508K 0.05%
+23,281
258
$507K 0.05%
1,730
-10
259
$505K 0.05%
4,697
-1,050
260
$504K 0.05%
+16,701
261
$501K 0.05%
2,499
-25
262
$500K 0.05%
+8,586
263
$498K 0.05%
+2,882
264
$498K 0.05%
+1,428
265
$493K 0.05%
3,238
-217
266
$493K 0.05%
+9,710
267
$490K 0.05%
+14,685
268
$489K 0.05%
3,040
-50
269
$484K 0.05%
+2,062
270
$483K 0.05%
274
271
$471K 0.04%
3,087
-148
272
$468K 0.04%
12,966
-2,000
273
$461K 0.04%
+2,128
274
$459K 0.04%
4,758
-47
275
$457K 0.04%
5,965
-1,100
9 10
11
12 13