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
301
$378K 0.04%
+3,894
302
$377K 0.04%
+5,266
303
$375K 0.04%
578
-71
304
$374K 0.04%
+6,904
305
$374K 0.04%
+27,625
306
$370K 0.04%
13,898
+1,279
307
$370K 0.04%
2,112
-10
308
$370K 0.04%
1,113
-6
309
$369K 0.04%
4,448
-219
310
$368K 0.04%
+13,267
311
$367K 0.03%
6,242
+241
312
$364K 0.03%
+2,408
313
$364K 0.03%
5,450
-159
314
$361K 0.03%
+5,097
315
$355K 0.03%
2,556
316
$353K 0.03%
+7,700
317
$349K 0.03%
+8,420
318
$346K 0.03%
+4,850
319
$346K 0.03%
1,230
+30
320
$346K 0.03%
+16,200
321
$337K 0.03%
2,815
322
$337K 0.03%
4,604
323
$333K 0.03%
+11,000
324
$332K 0.03%
+7,010
325
$331K 0.03%
2,766
+5
11 12
13
14 15