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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 0.69%
167,475
+5,126
27
$6.99M 0.66%
50,110
28
$6.85M 0.65%
42,087
+367
29
$6.55M 0.62%
18,700
-17,557
30
$6.45M 0.61%
+88,870
31
$6.32M 0.6%
+36,958
32
$6.03M 0.57%
52,679
-170
33
$5.78M 0.55%
107,754
+42,254
34
$5.61M 0.53%
137,511
+99,511
35
$5.54M 0.53%
20,792
+847
36
$5.4M 0.51%
24,255
+4,650
37
$5.21M 0.5%
256,560
+9,125
38
$5.11M 0.49%
33,677
+28,777
39
$4.77M 0.45%
692,960
+396,218
40
$4.75M 0.45%
91,791
+85,910
41
$4.26M 0.41%
35,985
+1,070
42
$4.09M 0.39%
37,494
-669
43
$3.78M 0.36%
27,400
+11,200
44
$3.69M 0.35%
22,880
-580
45
$3.6M 0.34%
56,928
+28,228
46
$3.6M 0.34%
73,138
-84
47
$3.56M 0.34%
9,443
+8,543
48
$3.53M 0.34%
+3,856
49
$3.43M 0.33%
8,367
+867
50
$3.4M 0.32%
25,088
-585
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2
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