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
$975M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$4.8M
3
+$3.88M
4
BABA icon
Alibaba
BABA
+$3.83M
5
AMZN icon
Amazon
AMZN
+$3.64M

Top Sells

1
+$6.91M
2
+$6.49M
3
+$5.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.28M

Sector Composition

1 Technology 12.13%
2 Financials 9%
3 Communication Services 8.82%
4 Healthcare 5.91%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$243K 0.02%
+1,034
377
$242K 0.02%
5,681
-67,597
378
$237K 0.02%
+870
379
$237K 0.02%
3,583
380
$236K 0.02%
2,047
-7,093
381
$236K 0.02%
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-157
382
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383
$234K 0.02%
1,353
-9,374
384
$232K 0.02%
+3,000
385
$232K 0.02%
636
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386
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+5,415
387
$230K 0.02%
2,186
-25,997
388
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+600
389
$227K 0.02%
4,523
390
$225K 0.02%
1,100
391
$223K 0.02%
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$222K 0.02%
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-1,866
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$220K 0.02%
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395
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396
$217K 0.02%
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397
$214K 0.02%
+1,692
398
$209K 0.02%
3,581
-2,042
399
$207K 0.02%
+2,514
400
$207K 0.02%
1,326
+1
14 15
16
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