WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$9.48M
3 +$9.44M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.11M
5
MSFT icon
Microsoft
MSFT
+$5.65M

Top Sells

1 +$13.9M
2 +$6.54M
3 +$6.46M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.22M
5
NFLX icon
Netflix
NFLX
+$5.26M

Sector Composition

1 Financials 9.06%
2 Technology 9.04%
3 Communication Services 7.81%
4 Healthcare 5.3%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-54,817
377
-19,772
378
-6,815