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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$229K 0.02%
+1,671
427
$228K 0.02%
944
+100
428
$228K 0.02%
3,700
-50
429
$227K 0.02%
1,638
+185
430
$227K 0.02%
393
-20
431
$226K 0.02%
2,696
-407
432
$226K 0.02%
2,292
433
$225K 0.02%
1,234
+162
434
$224K 0.02%
33,250
-5,000
435
$223K 0.02%
5,852
436
$222K 0.02%
967
-31
437
$221K 0.02%
+5,415
438
$220K 0.02%
15,085
+2,122
439
$218K 0.02%
1,593
+9
440
$218K 0.02%
8,808
441
$217K 0.02%
+7,489
442
$214K 0.02%
2,675
+350
443
$213K 0.02%
+3,957
444
$213K 0.02%
+3,846
445
$210K 0.02%
+1,439
446
$209K 0.02%
1,386
447
$208K 0.02%
3,750
-100
448
$208K 0.02%
16,866
+396
449
$206K 0.02%
+1,930
450
$204K 0.02%
7,109
-9,816
16 17
18
19 20