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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$301K 0.02%
1,290
+16
377
$301K 0.02%
10,038
+2,657
378
$296K 0.02%
870
+161
379
$294K 0.02%
3,072
-27
380
$292K 0.02%
9,372
-1,200
381
$291K 0.02%
6,366
+45
382
$291K 0.02%
443
+7
383
$291K 0.02%
4,000
+129
384
$290K 0.02%
6,237
-27
385
$289K 0.02%
1,904
+58
386
$289K 0.02%
3,371
-129
387
$285K 0.02%
5,550
388
$285K 0.02%
6,697
+76
389
$284K 0.02%
530
+26
390
$284K 0.02%
530
+1
391
$284K 0.02%
3,707
+742
392
$283K 0.02%
4,332
+2
393
$276K 0.02%
1,346
-20
394
$276K 0.02%
2,541
+150
395
$275K 0.02%
10,113
+132
396
$273K 0.02%
2,550
+36
397
$270K 0.02%
13,222
+91
398
$268K 0.02%
+9,500
399
$268K 0.02%
3,350
+400
400
$265K 0.02%
24,491
+3,082
14 15
16
17 18