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
$836M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$9.46M
3 +$9.06M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.05M

Top Sells

1 +$31.2M
2 +$10.3M
3 +$9.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.45M
5
MSFT icon
Microsoft
MSFT
+$7.39M

Sector Composition

1 Financials 11.22%
2 Technology 10.64%
3 Healthcare 7.43%
4 Communication Services 6.21%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
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402
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403
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404
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405
-597
406
-10,850
407
-10,757
408
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409
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410
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411
-811
412
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413
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414
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415
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416
-6,735
417
-649,616
418
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419
-4,228
420
-12,028
421
-14,578
422
-15,100
423
-7,700