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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$240K 0.02%
3,332
+154
377
$239K 0.02%
+9,170
378
$236K 0.02%
784
379
$236K 0.02%
2,700
+78
380
$235K 0.02%
+454
381
$234K 0.02%
2,581
382
$232K 0.02%
+920
383
$231K 0.02%
+22,905
384
$231K 0.02%
+1,015
385
$225K 0.02%
+3,966
386
$225K 0.02%
626
-10
387
$224K 0.02%
1,967
+20
388
$223K 0.02%
+594
389
$222K 0.02%
+1,065
390
$222K 0.02%
+5,353
391
$221K 0.02%
+1,143
392
$221K 0.02%
14,148
+275
393
$218K 0.02%
3,919
-1,054
394
$217K 0.02%
5,043
-163
395
$217K 0.02%
+4,197
396
$214K 0.02%
3,210
-1,023
397
$214K 0.02%
+2,364
398
$209K 0.02%
+9,964
399
$209K 0.02%
+6,946
400
$208K 0.02%
+10,594
14 15
16
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