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
$728M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$5.92M
3 +$4.14M
4
OEF icon
iShares S&P 100 ETF
OEF
+$3.54M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.51M

Top Sells

1 +$23.9M
2 +$17.5M
3 +$9.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.67M
5
META icon
Meta Platforms (Facebook)
META
+$4.74M

Sector Composition

1 Technology 12.35%
2 Communication Services 6.23%
3 Healthcare 5.65%
4 Financials 5.33%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-11,538
377
-889