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
$352M
AUM Growth
-$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$5.66M
3 +$4.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.77M

Top Sells

1 +$47.4M
2 +$30.2M
3 +$29.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$20.2M

Sector Composition

1 Communication Services 15.67%
2 Technology 11.81%
3 Financials 9.82%
4 Healthcare 9.58%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-14,505
352
-8,178
353
-5,800
354
-25,439
355
-11,205
356
-10,700
357
-14,790
358
-11,550
359
-10,070
360
-15,859
361
-9,800
362
-2,666
363
-4,634
364
-41,452
365
-4,644