WI
Wintrust Investments Portfolio holdings
AUM
$114M
This Quarter Return
+10.45%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$1.03B
(+8.1%)
Cap. Flow
-$8.84M
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
34.31%
Holding
467
New
61
Increased
174
Reduced
192
Closed
23
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$21.5M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$13.4M |
| 3 |
Eli Lilly
LLY
|
$9.94M |
| 4 |
Microsoft
MSFT
|
$5.05M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$2.72M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$26.7M |
| 2 |
Zurn Elkay Water Solutions
ZWS
|
$8.09M |
| 3 |
Amgen
AMGN
|
$7.64M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.18M |
| 5 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$4.11M |
Sector Composition
| 1 | Financials | 11.56% |
| 2 | Technology | 10.47% |
| 3 | Healthcare | 9.26% |
| 4 | Industrials | 5.34% |
| 5 | Energy | 4.39% |
