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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC icon
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$238K 0.03%
1,753
+32
327
$237K 0.03%
700
328
$236K 0.03%
1,681
-1,608
329
$235K 0.03%
3,995
-48
330
$232K 0.03%
+5,890
331
$229K 0.03%
2,708
-100
332
$228K 0.03%
+1,207
333
$227K 0.03%
2,987
334
$227K 0.03%
3,015
-746
335
$226K 0.03%
4,844
-13,556
336
$225K 0.03%
+10,004
337
$224K 0.03%
+1,651
338
$224K 0.03%
+2,484
339
$222K 0.03%
+3,503
340
$222K 0.03%
5,698
-8,773
341
$219K 0.03%
5,320
-340
342
$216K 0.03%
5,846
-557
343
$214K 0.03%
1,738
-181
344
$211K 0.03%
9,289
-3,741
345
$210K 0.03%
1,700
-11,500
346
$206K 0.03%
+3,886
347
$205K 0.03%
+1,310
348
$205K 0.03%
5,751
349
$203K 0.03%
3,131
-2,489
350
$201K 0.03%
3,927
-1,235
12 13
14
15 16