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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$331K 0.03%
4,077
+932
327
$319K 0.03%
4,398
-106
328
$316K 0.03%
+7,800
329
$313K 0.03%
605
330
$310K 0.03%
+1,714
331
$305K 0.03%
1,329
+1
332
$305K 0.03%
+4,594
333
$301K 0.03%
3,550
334
$300K 0.03%
3,250
+500
335
$299K 0.03%
+3,349
336
$298K 0.03%
+4,803
337
$298K 0.03%
+845
338
$297K 0.03%
6,088
-370
339
$295K 0.03%
+11,828
340
$292K 0.03%
+2,182
341
$291K 0.03%
+6,935
342
$288K 0.03%
2,800
-350
343
$287K 0.03%
+7,345
344
$287K 0.03%
+4,200
345
$285K 0.03%
1,230
-1,854
346
$284K 0.03%
6,683
-351
347
$284K 0.03%
+6,625
348
$284K 0.03%
+1,663
349
$284K 0.03%
+1,816
350
$278K 0.03%
600
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