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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$660K 0.05%
16,981
-250
252
$660K 0.05%
31,326
+90
253
$652K 0.05%
10,786
+36
254
$650K 0.05%
8,076
-814
255
$648K 0.05%
+3,779
256
$647K 0.05%
11,802
-75
257
$637K 0.05%
5,775
+11
258
$637K 0.05%
22,850
+500
259
$631K 0.05%
1,730
-109
260
$628K 0.05%
2,039
+51
261
$622K 0.05%
2,898
-4,750
262
$618K 0.05%
5,500
+1,450
263
$613K 0.05%
6,117
+256
264
$611K 0.05%
7,838
+237
265
$598K 0.05%
47,690
+2,556
266
$589K 0.05%
8,625
-165
267
$583K 0.05%
3,205
+50
268
$581K 0.05%
13,344
+9,825
269
$579K 0.05%
7,094
+460
270
$578K 0.05%
5,400
-1,040
271
$575K 0.05%
9,979
+261
272
$574K 0.05%
7,906
+533
273
$570K 0.05%
2,199
+253
274
$563K 0.05%
6,132
+465
275
$558K 0.05%
1,029
+19
9 10
11
12 13