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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$326K 0.04%
2,773
+1
277
$326K 0.04%
1,519
-67
278
$326K 0.04%
4,836
-133
279
$323K 0.04%
4,839
-331
280
$322K 0.04%
28,353
281
$321K 0.04%
8,480
-2,779
282
$317K 0.04%
6,326
-516
283
$313K 0.04%
2,800
284
$311K 0.04%
4,426
-76
285
$309K 0.04%
4,210
-2,050
286
$306K 0.04%
4,206
287
$306K 0.04%
2,173
+82
288
$305K 0.04%
5,279
+1,007
289
$300K 0.04%
+3,651
290
$300K 0.04%
9,884
-1,585
291
$291K 0.04%
4,754
-596
292
$289K 0.04%
50,491
-2,313
293
$284K 0.04%
5,646
-313
294
$284K 0.04%
3,005
+465
295
$281K 0.04%
+11,650
296
$281K 0.04%
6,291
+44
297
$277K 0.04%
6,248
-1,455
298
$276K 0.04%
+5,058
299
$274K 0.04%
5,485
300
$274K 0.04%
2,753
-174
10 11
12
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