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
$997M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$16.2M
3
+$14.2M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11.9M
5
CLB icon
Core Laboratories
CLB
+$8.24M

Top Sells

1
+$7.35M
2
+$7.06M
3
+$2.97M
4
AMGN icon
Amgen
AMGN
+$2.72M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.7M

Sector Composition

1 Financials 11.69%
2 Healthcare 9.27%
3 Technology 9.1%
4 Industrials 6.72%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$238K 0.02%
2,987
377
$236K 0.02%
+502
378
$235K 0.02%
+5,500
379
$234K 0.02%
+2,485
380
$234K 0.02%
7,161
-3,734
381
$233K 0.02%
2,760
-1,600
382
$233K 0.02%
6,959
-2,990
383
$230K 0.02%
5,857
-436
384
$230K 0.02%
1,602
-210
385
$229K 0.02%
+10,157
386
$228K 0.02%
500
+23
387
$227K 0.02%
+1,220
388
$226K 0.02%
3,790
+500
389
$225K 0.02%
+1,430
390
$225K 0.02%
+2,400
391
$224K 0.02%
10,891
392
$224K 0.02%
+13,267
393
$223K 0.02%
+6,763
394
$222K 0.02%
500
-8
395
$220K 0.02%
2,890
396
$217K 0.02%
+2,300
397
$213K 0.02%
1,594
-287
398
$212K 0.02%
2,350
+5
399
$211K 0.02%
+5,517
400
$210K 0.02%
3,666
-281
14 15
16
17 18