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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$448K 0.04%
7,150
+650
302
$448K 0.04%
3,555
-115
303
$447K 0.04%
12,375
+302
304
$446K 0.04%
436
+65
305
$446K 0.04%
4,173
-191
306
$446K 0.04%
2,252
+760
307
$445K 0.04%
3,222
308
$442K 0.04%
2,173
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309
$440K 0.04%
11,499
+90
310
$440K 0.04%
4,811
-49
311
$435K 0.04%
9,450
+2,450
312
$431K 0.04%
5,150
+323
313
$427K 0.03%
13,797
-3,515
314
$422K 0.03%
4,603
+105
315
$417K 0.03%
1,974
316
$416K 0.03%
7,290
+2,410
317
$413K 0.03%
6,150
+300
318
$413K 0.03%
960
+180
319
$410K 0.03%
8,708
+36
320
$408K 0.03%
5,989
+241
321
$405K 0.03%
6,130
+150
322
$402K 0.03%
11,472
323
$401K 0.03%
13,157
-3,900
324
$398K 0.03%
48,176
+11
325
$394K 0.03%
7,357
-10,951
11 12
13
14 15