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
$975M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$4.8M
3
+$3.88M
4
BABA icon
Alibaba
BABA
+$3.83M
5
AMZN icon
Amazon
AMZN
+$3.64M

Top Sells

1
+$6.91M
2
+$6.49M
3
+$5.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.28M

Sector Composition

1 Technology 12.13%
2 Financials 9%
3 Communication Services 8.82%
4 Healthcare 5.91%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$434K 0.04%
8,420
277
$432K 0.04%
3,700
-300
278
$432K 0.04%
1,510
-8
279
$430K 0.04%
4,791
+260
280
$427K 0.04%
899
+137
281
$427K 0.04%
5,778
-33,307
282
$413K 0.04%
7,493
+102
283
$412K 0.04%
11,469
284
$410K 0.04%
28,353
285
$410K 0.04%
7,700
286
$407K 0.04%
5,131
+1
287
$402K 0.04%
8,376
-85,042
288
$397K 0.04%
+2,681
289
$397K 0.04%
1,497
+160
290
$394K 0.04%
2,668
-60
291
$389K 0.04%
5,872
-320
292
$386K 0.04%
6,106
-150
293
$383K 0.04%
5,065
-48,102
294
$381K 0.04%
+6,353
295
$379K 0.04%
4,261
+324
296
$372K 0.04%
7,950
297
$370K 0.04%
817
298
$369K 0.04%
7,336
-35,342
299
$369K 0.04%
1,829
+400
300
$367K 0.04%
3,350
+600
10 11
12
13 14