WI
Wintrust Investments Portfolio holdings
AUM
$114M
This Quarter Return
+9.1%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$1.13B
(+9.8%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
485
New
41
Increased
191
Reduced
194
Closed
22
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$44.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$11.1M |
| 3 |
Zurn Elkay Water Solutions
ZWS
|
$7.83M |
| 4 |
Newmont
NEM
|
$3.65M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.95M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$7.76M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$4.19M |
| 3 |
Occidental Petroleum
OXY
|
$3.61M |
| 4 |
Apple
AAPL
|
$3.29M |
| 5 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$2.38M |
Sector Composition
| 1 | Financials | 11.36% |
| 2 | Technology | 10.03% |
| 3 | Healthcare | 9.79% |
| 4 | Industrials | 5.81% |
| 5 | Consumer Discretionary | 4.57% |
