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
$975M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$4.8M
3
+$3.88M
4
BABA icon
Alibaba
BABA
+$3.83M
5
AMZN icon
Amazon
AMZN
+$3.64M

Top Sells

1
+$6.91M
2
+$6.49M
3
+$5.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.28M

Sector Composition

1 Technology 12.13%
2 Financials 9%
3 Communication Services 8.82%
4 Healthcare 5.91%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$323K 0.03%
1,014
+70
327
$319K 0.03%
2,756
-120
328
$314K 0.03%
+4,250
329
$311K 0.03%
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-110
330
$311K 0.03%
1,791
-21,990
331
$311K 0.03%
+4,600
332
$310K 0.03%
+1,473
333
$310K 0.03%
1,954
-549
334
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+10,170
335
$307K 0.03%
34,795
+1,720
336
$305K 0.03%
+2,850
337
$304K 0.03%
+11,513
338
$302K 0.03%
3,550
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339
$302K 0.03%
8,163
340
$302K 0.03%
1,184
341
$297K 0.03%
605
342
$296K 0.03%
2,110
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343
$294K 0.03%
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344
$291K 0.03%
5,081
-13,016
345
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+11,500
346
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4,559
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347
$283K 0.03%
2,750
-1,000
348
$282K 0.03%
15,055
-1,321
349
$280K 0.03%
4,504
-941
350
$279K 0.03%
2,249
-12,527
12 13
14
15 16