WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Est. Return
21.99%
This Fund
S&P 500
1 Year Est. Return
+21.99%
AUM
$535M
AUM Growth
-$78.8M
(-13%)
Holding
380
Top Buys
| 1 | +$9.26M | |
| 2 | +$4.72M | |
| 3 | +$3.35M | |
| 4 |
Blackrock
BLK
|
+$2.92M |
| 5 |
BGC Group
BGC
|
+$2.88M |
Top Sells
| 1 | +$5.27M | |
| 2 | +$4.06M | |
| 3 | +$2.61M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.07M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.88M |
Sector Composition
| 1 | Financials | 9.87% |
| 2 | Technology | 6.93% |
| 3 | Healthcare | 5.29% |
| 4 | Communication Services | 4.78% |
| 5 | Industrials | 3.37% |