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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$498K 0.05%
3,137
-308
252
$494K 0.05%
5,872
253
$492K 0.05%
2,700
-900
254
$485K 0.05%
2,800
-8,200
255
$479K 0.05%
6,181
-325
256
$470K 0.05%
1,635
257
$461K 0.04%
2,499
258
$461K 0.04%
13,739
259
$459K 0.04%
+17,534
260
$456K 0.04%
4,578
-60
261
$454K 0.04%
2,408
262
$451K 0.04%
4,137
-982
263
$448K 0.04%
3,778
+445
264
$447K 0.04%
6,731
-1,855
265
$437K 0.04%
2,883
+1
266
$434K 0.04%
5,459
+656
267
$433K 0.04%
+1,731
268
$431K 0.04%
4,758
269
$429K 0.04%
47,407
+7,331
270
$428K 0.04%
3,286
+199
271
$426K 0.04%
3,882
-1,309
272
$421K 0.04%
2,706
+9
273
$419K 0.04%
1,639
-91
274
$414K 0.04%
4,031
-459
275
$413K 0.04%
19,581
-3,700
9 10
11
12 13