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
301
$360K 0.03%
3,454
-1,803
302
$356K 0.03%
7,716
+371
303
$356K 0.03%
10,670
+1,500
304
$353K 0.03%
7,600
+590
305
$351K 0.03%
9,080
306
$349K 0.03%
3,609
-63
307
$347K 0.03%
5,034
-63
308
$346K 0.03%
10,872
+3,100
309
$346K 0.03%
4,601
-100
310
$345K 0.03%
13,517
+250
311
$344K 0.03%
7,800
312
$342K 0.03%
3,050
-400
313
$339K 0.03%
5,104
+500
314
$334K 0.03%
1,709
-5
315
$332K 0.03%
8,258
-10,433
316
$326K 0.03%
8,420
317
$325K 0.03%
1,759
-66
318
$323K 0.03%
1,349
+20
319
$322K 0.03%
578
320
$321K 0.03%
7,012
-35,140
321
$319K 0.03%
6,788
-1,866
322
$318K 0.03%
3,181
-151
323
$316K 0.03%
6,881
-23
324
$315K 0.03%
10,850
-400
325
$313K 0.03%
876
+250
11 12
13
14 15