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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$250K 0.02%
1,199
+1
352
$248K 0.02%
1,144
+1
353
$246K 0.02%
+7,785
354
$244K 0.02%
8,996
+2,050
355
$242K 0.02%
900
356
$242K 0.02%
3,700
-500
357
$241K 0.02%
1,001
-64
358
$240K 0.02%
6,735
-200
359
$240K 0.02%
2,863
-486
360
$239K 0.02%
+5,374
361
$237K 0.02%
+4,128
362
$236K 0.02%
2,709
+95
363
$235K 0.02%
784
364
$234K 0.02%
454
365
$233K 0.02%
22,500
-1,000
366
$233K 0.02%
597
+3
367
$230K 0.02%
4,490
-389
368
$228K 0.02%
17,091
369
$226K 0.02%
22,818
-87
370
$226K 0.02%
1,805
371
$226K 0.02%
+8,791
372
$226K 0.02%
+8,742
373
$225K 0.02%
3,585
-44
374
$223K 0.02%
12,700
375
$223K 0.02%
2,450
-800
13 14
15
16 17