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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$310K 0.03%
7,080
327
$310K 0.03%
2,800
328
$306K 0.03%
6,786
+103
329
$305K 0.03%
1,230
330
$303K 0.03%
2,556
331
$302K 0.03%
+12,413
332
$297K 0.03%
5,544
333
$297K 0.03%
605
334
$295K 0.03%
600
335
$295K 0.03%
+1,184
336
$293K 0.03%
3,360
+110
337
$291K 0.03%
5,449
+1,530
338
$287K 0.03%
6,272
-106
339
$287K 0.03%
12,028
+200
340
$286K 0.03%
4,562
-32
341
$276K 0.03%
1,807
-305
342
$274K 0.03%
3,507
-570
343
$269K 0.03%
+700
344
$268K 0.03%
8,877
+103
345
$260K 0.03%
2,350
-8,100
346
$259K 0.02%
4,060
+94
347
$258K 0.02%
3,390
348
$256K 0.02%
6,742
-150
349
$256K 0.02%
2,000
+100
350
$252K 0.02%
2,708
+127
12 13
14
15 16