WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Return
21.99%
This Quarter Return
+4.22%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$784M
AUM Growth
+$18.3M
(+2.4%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
38.11%
Holding
417
New
50
Increased
148
Reduced
107
Closed
82
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$33.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.2M |
| 3 |
Intuitive Surgical
ISRG
|
$10.1M |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$7.54M |
| 5 |
Bank of America
BAC
|
$7.52M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$18.9M |
| 2 |
Apple
AAPL
|
$12.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$10.1M |
| 4 |
Core Laboratories
CLB
|
$8.1M |
| 5 |
JPMorgan Chase
JPM
|
$6.59M |
Sector Composition
| 1 | Financials | 11.52% |
| 2 | Healthcare | 9.63% |
| 3 | Technology | 7.93% |
| 4 | Industrials | 6.14% |
| 5 | Consumer Discretionary | 5.13% |
