WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Return
21.99%
This Quarter Return
+6.9%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$975M
AUM Growth
+$7.73M
(+0.8%)
Cap. Flow
-$52.7M
Cap. Flow
% of AUM
-5.41%
Top 10 Holdings %
Top 10 Hldgs %
38.63%
Holding
450
New
47
Increased
155
Reduced
169
Closed
32
Top Buys
| 1 |
Baidu
BIDU
|
+$8.85M |
| 2 |
Home Depot
HD
|
+$4.8M |
| 3 |
Apple
AAPL
|
+$3.88M |
| 4 |
Alibaba
BABA
|
+$3.83M |
| 5 |
Amazon
AMZN
|
+$3.64M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$6.91M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$6.49M |
| 3 |
Meta Platforms (Facebook)
META
|
+$5.63M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.4M |
| 5 |
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% |
