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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.42M 0.76%
53,710
+42,820
27
$5.38M 0.75%
29,240
-476
28
$5.26M 0.74%
16,254
-321
29
$4.98M 0.7%
+92,000
30
$4.7M 0.66%
32,190
+9,417
31
$4.44M 0.62%
49,510
32
$4.17M 0.58%
69,422
+5,082
33
$4.08M 0.57%
35,295
+3,020
34
$4.04M 0.57%
24,419
+3,383
35
$4.03M 0.56%
28,578
+572
36
$3.92M 0.55%
64,780
+200
37
$3.77M 0.53%
66,721
-13,183
38
$3.65M 0.51%
56,145
-8,903
39
$3.63M 0.51%
106,105
-30,391
40
$3.42M 0.48%
79,934
+1,380
41
$3.42M 0.48%
17,812
-72
42
$3.34M 0.47%
561,700
-167,950
43
$3.21M 0.45%
25,066
+224
44
$3.18M 0.45%
84,669
-17,621
45
$3.12M 0.44%
42,960
+8,126
46
$2.99M 0.42%
59,257
+2,153
47
$2.93M 0.41%
217,563
-37,512
48
$2.79M 0.39%
5,556
-666
49
$2.79M 0.39%
111,840
+81,946
50
$2.78M 0.39%
51,649
+6,660