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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$276K 0.03%
2,091
+138
352
$275K 0.03%
+17,091
353
$275K 0.03%
+2,655
354
$274K 0.03%
+4,879
355
$273K 0.03%
+8,774
356
$273K 0.03%
+6,378
357
$272K 0.03%
3,250
358
$272K 0.03%
+7,874
359
$265K 0.03%
1,198
+80
360
$264K 0.03%
3,390
-550
361
$263K 0.03%
+1,034
362
$261K 0.02%
405
+15
363
$260K 0.02%
+12,700
364
$260K 0.02%
7,800
-26,300
365
$256K 0.02%
+1,790
366
$255K 0.02%
7,772
-100
367
$254K 0.02%
+6,892
368
$253K 0.02%
2,614
+15
369
$252K 0.02%
17,216
370
$248K 0.02%
4,604
+219
371
$247K 0.02%
+2,882
372
$245K 0.02%
1,900
373
$244K 0.02%
7,608
374
$243K 0.02%
23,500
-2,500
375
$242K 0.02%
900
-100
13 14
15
16 17