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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$389K 0.05%
2,151
-100
252
$387K 0.05%
2,450
-99
253
$384K 0.05%
2,445
+271
254
$380K 0.05%
12,249
-10,840
255
$375K 0.05%
4,066
-73
256
$375K 0.05%
12,991
257
$372K 0.05%
18,663
-49
258
$370K 0.05%
+1,705
259
$369K 0.05%
2,812
260
$369K 0.05%
2,108
-200
261
$366K 0.05%
3,413
-1,110
262
$359K 0.05%
1,684
263
$353K 0.05%
37,192
-16,717
264
$349K 0.05%
2,105
-140
265
$349K 0.05%
1,863
-149
266
$343K 0.04%
8,850
267
$342K 0.04%
3,494
+23
268
$336K 0.04%
10,225
+100
269
$335K 0.04%
2,726
-2,488
270
$334K 0.04%
1,312
271
$334K 0.04%
19,814
-1,789
272
$334K 0.04%
2,604
+48
273
$333K 0.04%
1,556
-77
274
$329K 0.04%
4,613
+1,295
275
$326K 0.04%
2,759
+3
9 10
11
12 13