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
$1.03B
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$13.4M
3
+$9.94M
4
MSFT icon
Microsoft
MSFT
+$5.05M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.72M

Top Sells

1
+$26.7M
2
+$8.09M
3
+$7.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.18M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$4.11M

Sector Composition

1 Financials 11.56%
2 Technology 10.47%
3 Healthcare 9.26%
4 Industrials 5.34%
5 Energy 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$255K 0.02%
5,640
+38
377
$254K 0.02%
11,080
-399
378
$247K 0.02%
578
-50
379
$247K 0.02%
+7,915
380
$246K 0.02%
+899
381
$246K 0.02%
5,068
+8
382
$244K 0.02%
9,270
+1,292
383
$244K 0.02%
2,561
+75
384
$242K 0.02%
20,088
-8,265
385
$241K 0.02%
31,312
-906
386
$241K 0.02%
2,987
387
$240K 0.02%
+1,856
388
$240K 0.02%
+4,500
389
$239K 0.02%
+1,680
390
$239K 0.02%
+4,722
391
$238K 0.02%
+5,927
392
$238K 0.02%
504
+4
393
$236K 0.02%
+3,926
394
$236K 0.02%
8,709
-23,751
395
$231K 0.02%
6,620
+58
396
$230K 0.02%
18,644
+2,335
397
$227K 0.02%
3,372
+41
398
$227K 0.02%
2,372
-50
399
$227K 0.02%
11,200
-4,200
400
$227K 0.02%
+758
14 15
16
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