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
$997M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$16.2M
3
+$14.2M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11.9M
5
CLB icon
Core Laboratories
CLB
+$8.24M

Top Sells

1
+$7.35M
2
+$7.06M
3
+$2.97M
4
AMGN icon
Amgen
AMGN
+$2.72M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.7M

Sector Composition

1 Financials 11.69%
2 Healthcare 9.27%
3 Technology 9.1%
4 Industrials 6.72%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$272K 0.03%
5,355
+51
352
$269K 0.03%
8,225
353
$267K 0.03%
2,413
-740
354
$266K 0.03%
+5,570
355
$265K 0.03%
1,544
-607
356
$265K 0.03%
+10,300
357
$265K 0.03%
+16,677
358
$264K 0.03%
31,679
+10,035
359
$264K 0.03%
+672
360
$264K 0.03%
5,057
+54
361
$262K 0.03%
2,533
-718
362
$260K 0.03%
1,453
-5,003
363
$253K 0.03%
+529
364
$252K 0.03%
1,549
365
$252K 0.03%
2,862
+150
366
$251K 0.03%
9,884
367
$250K 0.03%
+13,447
368
$249K 0.03%
2,056
-399
369
$248K 0.02%
1,206
-4,748
370
$246K 0.02%
+3,320
371
$245K 0.02%
+341
372
$244K 0.02%
1,478
-4,583
373
$240K 0.02%
6,229
+12
374
$239K 0.02%
+11,479
375
$239K 0.02%
785
+1
13 14
15
16 17