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
301
$366K 0.04%
8,000
+200
302
$361K 0.04%
3,662
-53,554
303
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13,267
304
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4,800
305
$355K 0.04%
646
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306
$353K 0.04%
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307
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7,285
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308
$348K 0.04%
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309
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310
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6,215
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311
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312
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313
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834
314
$341K 0.04%
4,594
315
$338K 0.03%
2,122
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316
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317
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320
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321
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-150
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323
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1,393
-300
324
$327K 0.03%
8,690
-220
325
$324K 0.03%
4,560
11 12
13
14 15