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

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-19,830
427
– –
-1,120
428
– –
-15,240
429
– –
-9,469
430
– –
-23,901
431
– –
-430
432
– –
-10,659
433
– –
-20,600
434
– –
-3,610
435
– –
-3,583
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