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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.83M
3
+$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1
+$7.76M
2
+$4.19M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$399K 0.04%
3,295
+315
327
$392K 0.03%
2,053
-40
328
$392K 0.03%
3,195
-508
329
$388K 0.03%
50,000
+10,000
330
$387K 0.03%
3,950
-5,232
331
$387K 0.03%
12,400
-525
332
$381K 0.03%
7,832
+2,000
333
$378K 0.03%
6,500
+50
334
$377K 0.03%
371
335
$377K 0.03%
7,547
-236
336
$377K 0.03%
5,748
-402
337
$375K 0.03%
21,274
338
$373K 0.03%
4,541
+2
339
$361K 0.03%
4,060
-483
340
$360K 0.03%
+371
341
$359K 0.03%
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342
$357K 0.03%
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343
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2,568
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344
$355K 0.03%
5,850
-115
345
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3,338
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346
$347K 0.03%
8,038
347
$347K 0.03%
11,472
-3,250
348
$346K 0.03%
1,778
-4,473
349
$345K 0.03%
10,572
-2,000
350
$336K 0.03%
8,188
+499
12 13
14
15 16