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
$614M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5.38M
3
+$2.52M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.33M

Top Sells

1
+$4.64M
2
+$2.57M
3
+$2.37M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.78M

Sector Composition

1 Financials 9.09%
2 Technology 7.24%
3 Communication Services 5.97%
4 Healthcare 5.3%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$225K 0.04%
2,299
-150
327
$223K 0.04%
+1,961
328
$223K 0.04%
+2,456
329
$221K 0.04%
+4,426
330
$219K 0.04%
6,773
331
$219K 0.04%
800
-50
332
$219K 0.04%
+3,081
333
$218K 0.04%
+825
334
$218K 0.04%
10,800
-2,557
335
$217K 0.04%
974
-94
336
$215K 0.04%
22,683
+5,117
337
$214K 0.03%
2,431
-274
338
$213K 0.03%
+2,307
339
$213K 0.03%
1,319
340
$211K 0.03%
12,612
+528
341
$210K 0.03%
4,118
+300
342
$209K 0.03%
+2,691
343
$208K 0.03%
4,853
+171
344
$208K 0.03%
+2,619
345
$207K 0.03%
1,902
346
$205K 0.03%
+7,740
347
$204K 0.03%
+1,285
348
$202K 0.03%
+1,979
349
$201K 0.03%
1,553
-109
350
$200K 0.03%
6,000
12 13
14
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