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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.45M 0.72%
21,573
+12,130
27
$7.43M 0.72%
48,791
+6,704
28
$6.89M 0.66%
63,912
+11,233
29
$6.72M 0.65%
48,555
+14,878
30
$6.64M 0.64%
50,110
31
$6.54M 0.63%
36,873
-85
32
$6.45M 0.62%
89,919
+60,486
33
$6.45M 0.62%
47,279
+406
34
$6.16M 0.59%
16,214
-9,478
35
$5.89M 0.57%
145,231
+7,720
36
$5.65M 0.54%
39,647
-39,110
37
$5.57M 0.54%
108,598
+844
38
$5.44M 0.52%
285,842
+29,282
39
$5.41M 0.52%
7,096
+3,240
40
$5.34M 0.51%
20,981
+189
41
$5.33M 0.51%
23,224
-1,031
42
$4.31M 0.42%
10,572
+2,205
43
$4.27M 0.41%
70,183
+13,255
44
$4.13M 0.4%
148,340
+137,340
45
$4.11M 0.4%
42,076
+4,582
46
$3.93M 0.38%
24,215
-873
47
$3.91M 0.38%
11,703
+7,164
48
$3.88M 0.37%
36,121
+136
49
$3.66M 0.35%
75,370
+69,282
50
$3.48M 0.34%
73,138
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