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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$322K 0.05%
4,509
-413
277
$320K 0.04%
2,118
-5,355
278
$319K 0.04%
5,406
+32
279
$315K 0.04%
3,798
+1
280
$312K 0.04%
13,717
-1,700
281
$310K 0.04%
4,013
-5,313
282
$310K 0.04%
2,101
-293
283
$310K 0.04%
9,680
+750
284
$307K 0.04%
4,283
-15
285
$307K 0.04%
2,240
+100
286
$306K 0.04%
12,666
287
$306K 0.04%
1,578
+11
288
$306K 0.04%
3,234
-8
289
$301K 0.04%
3,951
+453
290
$298K 0.04%
5,700
291
$298K 0.04%
7,927
+257
292
$294K 0.04%
4,550
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293
$291K 0.04%
6,114
294
$282K 0.04%
12,476
+196
295
$276K 0.04%
3,408
+500
296
$272K 0.04%
7,608
-114
297
$268K 0.04%
8,996
298
$264K 0.04%
3,569
-2,706
299
$263K 0.04%
8,901
+1,264
300
$258K 0.04%
973
-317