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
$975M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$4.8M
3
+$3.88M
4
BABA icon
Alibaba
BABA
+$3.83M
5
AMZN icon
Amazon
AMZN
+$3.64M

Top Sells

1
+$6.91M
2
+$6.49M
3
+$5.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.28M

Sector Composition

1 Technology 12.13%
2 Financials 9%
3 Communication Services 8.82%
4 Healthcare 5.91%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$276K 0.03%
+1,865
352
$275K 0.03%
1,682
-40
353
$275K 0.03%
6,302
+465
354
$273K 0.03%
6,397
+1,484
355
$272K 0.03%
16,991
+650
356
$272K 0.03%
1,815
357
$272K 0.03%
3,284
+286
358
$271K 0.03%
2,685
-25
359
$268K 0.03%
+1,000
360
$265K 0.03%
475
361
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405
-80
362
$262K 0.03%
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363
$261K 0.03%
4,040
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364
$260K 0.03%
17,216
+800
365
$256K 0.03%
7,339
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366
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+6,370
367
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4,138
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368
$253K 0.03%
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370
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2,772
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371
$251K 0.03%
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372
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+5,545
373
$251K 0.03%
7,872
+350
374
$249K 0.03%
+5,204
375
$248K 0.03%
2,438
-100
13 14
15
16 17