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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
$784M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$13M
3
+$11M
4
ISRG icon
Intuitive Surgical
ISRG
+$9.76M
5
BAC icon
Bank of America
BAC
+$8.06M

Top Sells

1
+$18.8M
2
+$11.2M
3
+$10.1M
4
CLB icon
Core Laboratories
CLB
+$8.1M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-8,366
402
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-5,846
403
– –
-12,122
404
– –
-19,888
405
– –
-7,897
406
– –
-40,650
407
– –
-7,815
408
– –
-7,365
409
– –
-13,872
410
– –
-8,037
411
– –
-1,310
412
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-1,651
413
– –
-5,901
414
– –
-2,445
415
– –
-45,600
13 14 15 16
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