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

Top Buys

1
+$17.9M
2
+$11.8M
3
+$9.87M
4
BMY icon
Bristol-Myers Squibb
BMY
+$8.96M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.84M

Top Sells

1
+$31.2M
2
+$11.1M
3
+$9.3M
4
MSFT icon
Microsoft
MSFT
+$7.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.45M

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
– –
-4,060
402
– –
-6,475
403
– –
-5,215
404
– –
-1,709
405
– –
-4,490
406
– –
-285,842
407
– –
-95,294
408
– –
-900
409
– –
-2,709
410
– –
-3,390
411
– –
-1,184
412
– –
-3,699
413
– –
-3,306
414
– –
-1,976
415
– –
-649,616
416
– –
-10,670
417
– –
-12,028
418
– –
-14,578
419
– –
-15,100
420
– –
-3,364
421
– –
-3,585
422
– –
-4,228
423
– –
-3,282
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