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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$26.9M
3
+$22.3M
4
PYPL icon
PayPal
PYPL
+$14.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.6M

Top Sells

1
+$6.78M
2
+$5.46M
3
+$4.81M
4
TSLA icon
Tesla
TSLA
+$3.92M
5
MSFT icon
Microsoft
MSFT
+$3.65M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.82%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-20,600
427
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-3,610
428
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-3,583
429
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-1,692
430
– –
-7,030
431
– –
-2,389
432
– –
-69,471
433
– –
-10,700
434
– –
-9,469
435
– –
-23,901
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