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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$389K 0.03%
6,453
+96
327
$389K 0.03%
891
+30
328
$387K 0.03%
+1,549
329
$383K 0.03%
3,950
330
$383K 0.03%
1,871
331
$381K 0.03%
5,550
+58
332
$381K 0.03%
3,216
+21
333
$381K 0.03%
7,634
+87
334
$380K 0.03%
21,274
335
$380K 0.03%
7,833
+1
336
$380K 0.03%
7,500
+4,050
337
$378K 0.03%
2,861
-350
338
$378K 0.03%
1,371
+238
339
$377K 0.03%
2,178
+125
340
$373K 0.03%
742
341
$371K 0.03%
+11,521
342
$368K 0.03%
7,929
-569
343
$356K 0.03%
50,000
344
$349K 0.03%
8,198
+10
345
$347K 0.03%
8,038
346
$347K 0.03%
786
+151
347
$345K 0.03%
4,115
-2,293
348
$341K 0.03%
12,176
+998
349
$341K 0.03%
2,578
+10
350
$340K 0.03%
12,400
12 13
14
15 16