WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Return
21.99%
This Quarter Return
-2.2%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$955M
AUM Growth
-$42.3M
(-4.2%)
Cap. Flow
-$17.2M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
442
New
18
Increased
189
Reduced
170
Closed
36
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$3.86M |
| 2 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$3.51M |
| 3 |
iShares US Infrastructure ETF
IFRA
|
$3.32M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.05M |
| 5 |
Microsoft
MSFT
|
$3.03M |
Top Sells
| 1 |
Zurn Elkay Water Solutions
ZWS
|
$6.56M |
| 2 |
Home Depot
HD
|
$3.69M |
| 3 |
Bristol-Myers Squibb
BMY
|
$3.65M |
| 4 |
Bank of America
BAC
|
$3.27M |
| 5 |
Vanguard Health Care ETF
VHT
|
$3.15M |
Sector Composition
| 1 | Financials | 11.93% |
| 2 | Technology | 9.38% |
| 3 | Healthcare | 8.93% |
| 4 | Industrials | 5.78% |
| 5 | Energy | 5.67% |
