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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$338K 0.03%
4,479
-968
352
$338K 0.03%
374
+3
353
$337K 0.03%
1,835
+57
354
$335K 0.03%
+4,637
355
$333K 0.03%
4,243
-298
356
$332K 0.03%
3,958
-102
357
$329K 0.03%
3,365
+27
358
$326K 0.03%
14,028
+1,650
359
$325K 0.03%
2,026
+270
360
$324K 0.03%
38,525
+2,522
361
$324K 0.03%
4,402
+25
362
$323K 0.03%
4,283
363
$323K 0.03%
1,114
+83
364
$320K 0.03%
969
-15
365
$319K 0.03%
588
+154
366
$319K 0.03%
4,771
+5
367
$316K 0.03%
3,419
+170
368
$314K 0.03%
38,397
+3,745
369
$313K 0.03%
6,594
+445
370
$312K 0.03%
3,125
-170
371
$309K 0.03%
6,042
-20
372
$307K 0.03%
5,441
373
$307K 0.03%
+4,328
374
$306K 0.02%
2,760
+1
375
$306K 0.02%
3,329
+225
13 14
15
16 17