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
$576M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.1M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.77M

Top Sells

1
+$5.25M
2
+$1.84M
3
+$1.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.48M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$913K

Sector Composition

1 Financials 8.64%
2 Technology 7.27%
3 Communication Services 6.38%
4 Healthcare 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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-48,592
353
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-19,791
354
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355
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356
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357
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-4,211
358
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359
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360
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-800
361
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362
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363
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-12,281
364
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-3,904
365
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-15,000
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