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
451
-53,655