We are live on ! Find out more
WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.53M
3
+$8.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.36M

Top Sells

1
+$23.8M
2
+$8.95M
3
+$8.54M
4
PYPL icon
PayPal
PYPL
+$5.2M
5
GILD icon
Gilead Sciences
GILD
+$4.66M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$134K 0.01%
12,315
402
$132K 0.01%
12,732
403
$131K 0.01%
10,055
-1,999
404
$64K 0.01%
14,500
405
– –
-1,230
406
– –
-4,460
407
– –
-9,964
408
– –
-7,608
409
– –
-2,882
410
– –
-2,700
411
– –
-1,015
412
– –
-6,242
413
– –
-124,362
414
– –
-7,800
415
– –
-11,455
416
– –
-845
417
– –
-1,967
418
– –
-3,550
419
– –
-1,545
420
– –
-148,623
421
– –
-5,043
422
– –
-29,413
423
– –
-9,710
424
– –
-2,091
425
– –
-2,182
14 15 16
17
18