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WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$784M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$13M
3
+$11M
4
ISRG icon
Intuitive Surgical
ISRG
+$9.76M
5
BAC icon
Bank of America
BAC
+$8.06M

Top Sells

1
+$18.8M
2
+$11.2M
3
+$10.1M
4
CLB icon
Core Laboratories
CLB
+$8.1M
5
JPM icon
JPMorgan Chase
JPM
+$6.59M

Sector Composition

1 Financials 11.52%
2 Healthcare 9.63%
3 Technology 7.93%
4 Industrials 6.14%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$180K 0.02%
+12,412
327
$165K 0.02%
+11,850
328
$164K 0.02%
11,228
+89
329
$120K 0.02%
+10,539
330
$116K 0.01%
14,333
+146
331
$100K 0.01%
12,315
332
$78K 0.01%
12,563
-1,699
333
$19K ﹤0.01%
460
334
$2K ﹤0.01%
+53,655
335
– –
-15,875
336
– –
-4,066
337
– –
-13,311
338
– –
-12,725
339
– –
-15,250
340
– –
-20,009
341
– –
-9,289
342
– –
-97,116
343
– –
-16,313
344
– –
-62,153
345
– –
-2,389
346
– –
-1,738
347
– –
-17,297
348
– –
-5,279
349
– –
-16,621
350
– –
-8,907
12 13
14
15 16