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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
$1.03B
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$13.5M
3
+$9.96M
4
MSFT icon
Microsoft
MSFT
+$4.78M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.72M

Top Sells

1
+$25M
2
+$7.8M
3
+$7.23M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$4.11M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.91M

Sector Composition

1 Financials 11.56%
2 Technology 10.47%
3 Healthcare 9.26%
4 Industrials 5.34%
5 Energy 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-6,449
452
– –
-4,597
453
– –
-7,001
454
– –
-5,816
455
– –
-2,017
456
– –
-4,920
457
– –
-4,165
458
– –
-9,372
459
– –
-6,659
460
– –
-14,560
461
– –
-62,712
462
– –
-4,630
463
– –
-40,700
464
– –
-4,970
465
– –
-8,938
466
– –
-6,968
467
– –
-36,400
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