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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$455K 0.04%
5,781
+19
277
$454K 0.04%
+3,333
278
$453K 0.04%
+5,544
279
$452K 0.04%
11,469
280
$440K 0.04%
+817
281
$422K 0.04%
2,697
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282
$417K 0.04%
3,450
-250
283
$416K 0.04%
5,806
284
$415K 0.04%
8,654
+2,865
285
$415K 0.04%
+7,080
286
$414K 0.04%
+4,490
287
$413K 0.04%
8,916
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288
$409K 0.04%
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289
$409K 0.04%
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290
$406K 0.04%
7,000
+2,000
291
$404K 0.04%
+1,357
292
$394K 0.04%
834
293
$392K 0.04%
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294
$392K 0.04%
+9,080
295
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+3,672
296
$388K 0.04%
4,311
-41
297
$388K 0.04%
5,872
298
$383K 0.04%
+4,600
299
$381K 0.04%
1,825
+100
300
$378K 0.04%
11,250
-2,200
10 11
12
13 14