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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$412K 0.04%
2,191
-1,215
277
$410K 0.04%
2,269
+606
278
$408K 0.04%
2,313
+251
279
$406K 0.04%
11,469
280
$401K 0.04%
274
281
$400K 0.04%
1,430
+2
282
$396K 0.04%
3,020
-20
283
$395K 0.04%
1,113
284
$390K 0.04%
3,910
+16
285
$389K 0.04%
5,665
-300
286
$389K 0.04%
5,616
+350
287
$387K 0.04%
3,617
+379
288
$387K 0.04%
1,357
289
$382K 0.04%
3,282
+516
290
$382K 0.04%
5,451
+1
291
$381K 0.04%
12,966
-932
292
$378K 0.04%
4,848
+400
293
$377K 0.04%
28,353
294
$377K 0.04%
3,699
-998
295
$372K 0.04%
2,816
+1
296
$370K 0.04%
2,128
297
$365K 0.04%
4,311
298
$363K 0.03%
5,500
+650
299
$363K 0.03%
817
300
$361K 0.03%
1,976
+160
10 11
12
13 14