WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Return
21.99%
This Quarter Return
+10.14%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$765M
AUM Growth
-$33.6M
(-4.2%)
Cap. Flow
-$76.6M
Cap. Flow
% of AUM
-10.01%
Top 10 Holdings %
Top 10 Hldgs %
36.25%
Holding
422
New
34
Increased
122
Reduced
172
Closed
55
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$12.7M |
| 2 |
Amgen
AMGN
|
$10.1M |
| 3 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$5.01M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$4.71M |
| 5 |
Korn Ferry
KFY
|
$2.78M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$30.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$15.7M |
| 3 |
Home Depot
HD
|
$6.96M |
| 4 |
Select Water Solutions
WTTR
|
$6.48M |
| 5 |
MRC Global
MRC
|
$4.47M |
Sector Composition
| 1 | Healthcare | 9.61% |
| 2 | Technology | 8.6% |
| 3 | Financials | 8.01% |
| 4 | Energy | 6.27% |
| 5 | Industrials | 4.95% |
