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
$997M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$15.7M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12M
5
CLB icon
Core Laboratories
CLB
+$8.01M

Top Sells

1
+$7.24M
2
+$7.2M
3
+$2.86M
4
HD icon
Home Depot
HD
+$2.84M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.69M

Sector Composition

1 Financials 11.69%
2 Healthcare 9.27%
3 Technology 9.1%
4 Industrials 6.72%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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428
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431
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435
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436
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437
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438
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-13,694
439
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440
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441
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442
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443
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444
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445
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446
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447
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449
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-37,755
450
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-1,230
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