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
$741M
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$12M
3
+$8.86M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.77M
5
LMT icon
Lockheed Martin
LMT
+$3.71M

Top Sells

1
+$34.2M
2
+$21.6M
3
+$13.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.2M
5
GILD icon
Gilead Sciences
GILD
+$10.2M

Sector Composition

1 Technology 14.02%
2 Healthcare 4.94%
3 Financials 4.25%
4 Communication Services 4.08%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.77M 0.78%
52,849
-1,761
27
$5.46M 0.74%
69,471
+1,134
28
$5.08M 0.69%
247,435
-2,603
29
$4.93M 0.67%
19,945
+648
30
$4.24M 0.57%
19,605
+10,996
31
$4.22M 0.57%
11,700
+10,300
32
$4.2M 0.57%
38,163
+98
33
$3.88M 0.52%
34,915
-1,021
34
$3.75M 0.51%
56,862
+15,050
35
$3.74M 0.5%
23,460
-400
36
$3.35M 0.45%
73,222
-1,958
37
$3.29M 0.44%
13,335
-14,679
38
$3.23M 0.44%
16,200
-1,747
39
$3.21M 0.43%
12,863
-870
40
$3.21M 0.43%
13,200
-14,628
41
$3.19M 0.43%
+151,380
42
$3.17M 0.43%
43,136
-17,858
43
$3.15M 0.43%
23,901
-1,030
44
$3.02M 0.41%
65,500
-54,146
45
$3.02M 0.41%
40,218
-1,991
46
$2.98M 0.4%
7,500
+1,038
47
$2.96M 0.4%
15,500
-24,579
48
$2.96M 0.4%
22,269
-564
49
$2.95M 0.4%
13,887
+1,834
50
$2.94M 0.4%
25,270
-2,028
1
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