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
$576M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.1M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.77M

Top Sells

1
+$5.25M
2
+$1.84M
3
+$1.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.48M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$913K

Sector Composition

1 Financials 8.64%
2 Technology 7.27%
3 Communication Services 6.38%
4 Healthcare 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$306K 0.05%
+6,127
277
$306K 0.05%
+2,042
278
$303K 0.05%
+12,500
279
$302K 0.05%
9,933
-1,350
280
$300K 0.05%
4,100
-65
281
$300K 0.05%
4,642
+462
282
$296K 0.05%
2,464
-92
283
$292K 0.05%
3,961
+715
284
$292K 0.05%
+12,084
285
$291K 0.05%
+4,300
286
$288K 0.05%
+8,925
287
$287K 0.05%
+13,506
288
$286K 0.05%
2,330
-50
289
$284K 0.05%
+3,796
290
$281K 0.05%
1,202
+71
291
$281K 0.05%
6,368
-74
292
$281K 0.05%
+5,004
293
$277K 0.05%
8,428
+1,238
294
$276K 0.05%
3,236
+150
295
$274K 0.05%
36,390
+356
296
$272K 0.05%
+1,164
297
$271K 0.05%
17,111
-2,812
298
$271K 0.05%
3,920
-600
299
$270K 0.05%
13,357
+2,557
300
$262K 0.05%
+4,042
10 11
12
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