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
$955M
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$3.74M
3
+$3.63M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$3.53M
5
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$3.29M

Top Sells

1
+$6.69M
2
+$3.92M
3
+$3.85M
4
BAC icon
Bank of America
BAC
+$3.34M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.26M

Sector Composition

1 Financials 11.93%
2 Technology 9.38%
3 Healthcare 8.93%
4 Industrials 5.78%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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428
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429
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430
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431
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-2,760
432
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433
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-34,020
434
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435
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-6,697
436
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-45,332
437
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-785
438
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-2,079
439
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-1,478
440
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-1,206
441
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-9,884
442
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-15,238
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