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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$150K 0.02%
10,325
+205
352
$149K 0.02%
11,291
-5,831
353
$132K 0.02%
12,305
-4,500
354
$131K 0.02%
5,357
355
$104K 0.01%
12,946
+20
356
-3,864
357
-998
358
-2,520
359
-13,050
360
-6,096
361
-13,650
362
-15,400
363
-1,100
364
-3,852
365
-16,105
366
-76,833
367
-65,450
368
-12,983
369
-3,900
370
-16,000
371
-11,500
372
-7,244
373
-21,029
374
-3,252
375
-2,838