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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC icon
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-10,296
402
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-35,200
403
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-5,993
404
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-5,500
405
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-46,550
406
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-5,104
407
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-2,000
408
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-8,451
409
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-6,985
410
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-29,825
411
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-10,463
412
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-3,491
413
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-6,820
414
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-3,209
415
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-12,908
416
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-79,800
417
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-10,975
418
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-72,672
419
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-9,421
420
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-72,225
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