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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$264K 0.02%
3,390
402
$264K 0.02%
+3,479
403
$263K 0.02%
4,924
+30
404
$262K 0.02%
17,000
-1,750
405
$262K 0.02%
176
+6
406
$258K 0.02%
1,882
-520
407
$257K 0.02%
2,246
-88
408
$255K 0.02%
2,603
+285
409
$255K 0.02%
2,043
410
$255K 0.02%
+1,035
411
$250K 0.02%
+6,164
412
$247K 0.02%
13,447
413
$247K 0.02%
1,808
+13
414
$247K 0.02%
4,935
-824
415
$246K 0.02%
2,561
416
$243K 0.02%
5,000
-4,023
417
$243K 0.02%
8,243
-107
418
$243K 0.02%
+1,703
419
$242K 0.02%
48,021
-1,706
420
$241K 0.02%
5,250
421
$235K 0.02%
20,088
422
$234K 0.02%
2,635
423
$233K 0.02%
4,459
+304
424
$230K 0.02%
3,550
425
$230K 0.02%
15,600
+500
15 16
17
18 19