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
$428M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$1.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Top Sells

1
+$1.24M
2
+$1.03M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$957K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937K

Sector Composition

1 Financials 5.44%
2 Healthcare 5.29%
3 Technology 3.61%
4 Industrials 3.56%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.66%
40,323
+3,842
27
$2.82M 0.66%
14,228
-298
28
$2.76M 0.65%
28,582
+382
29
$2.75M 0.64%
25,718
-136
30
$2.66M 0.62%
133,124
+8,869
31
$2.64M 0.62%
54,374
+2,858
32
$2.4M 0.56%
30,290
+26,243
33
$2.39M 0.56%
12,159
-232
34
$2.31M 0.54%
44,908
+4,807
35
$2.28M 0.53%
90,750
+32,900
36
$2.26M 0.53%
80,962
+7,185
37
$2.14M 0.5%
25,607
-518
38
$2.09M 0.49%
40,000
-2,740
39
$2.08M 0.48%
67,296
+54,380
40
$2.06M 0.48%
44,625
+339
41
$2.04M 0.48%
24,559
-5,380
42
$1.98M 0.46%
29,060
-3,946
43
$1.93M 0.45%
12,518
+1,765
44
$1.9M 0.44%
53,053
+8,850
45
$1.86M 0.43%
11,130
+97
46
$1.84M 0.43%
15,820
+1,617
47
$1.79M 0.42%
46,308
+1,188
48
$1.77M 0.41%
24,228
+1,069
49
$1.75M 0.41%
30,572
+1
50
$1.7M 0.4%
26,318
-25
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2
3 4 5