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
401
$207K 0.02%
+6,654
402
$207K 0.02%
+1,100
403
$207K 0.02%
+1,300
404
$206K 0.02%
+3,629
405
$204K 0.02%
+5,661
406
$204K 0.02%
1,545
-300
407
$204K 0.02%
+1,496
408
$203K 0.02%
+4,460
409
$203K 0.02%
+760
410
$200K 0.02%
+1,805
411
$197K 0.02%
10,846
+94
412
$197K 0.02%
+12,315
413
$196K 0.02%
+12,923
414
$172K 0.02%
+18,368
415
$163K 0.02%
+12,054
416
$162K 0.02%
+12,732
417
$154K 0.01%
+405
418
$142K 0.01%
13,937
+61
419
$67K 0.01%
14,500
420
– –
-3,266
421
– –
-1,692
422
– –
-7,030
423
– –
-2,389
424
– –
-69,471
425
– –
-10,700
14 15 16
17
18