We are live on ! Find out more
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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.53M
3
+$8.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.36M

Top Sells

1
+$23.8M
2
+$8.95M
3
+$8.54M
4
PYPL icon
PayPal
PYPL
+$5.2M
5
GILD icon
Gilead Sciences
GILD
+$4.66M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-17,032
427
– –
-4,568
428
– –
-68,923
429
– –
-1,034
430
– –
-46,948
431
– –
-7,874
432
– –
-1,100
433
– –
-1,300
434
– –
-405
435
– –
-8,325
436
– –
-2,802
437
– –
-4,600
438
– –
-10,660
439
– –
-12,327
440
– –
-920
441
– –
-14,472
442
– –
-2,655
443
– –
-7,800
444
– –
-11,612
445
– –
-905
446
– –
-405
14 15 16 17
18