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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC icon
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 0.84%
18,364
+2,926
27
$6.22M 0.81%
18,526
+469
28
$6.14M 0.8%
19,800
-22,450
29
$6.09M 0.8%
104,832
+150
30
$5.71M 0.75%
272,338
+238,668
31
$5.1M 0.67%
303,816
+4,849
32
$5.01M 0.65%
35,477
-3,224
33
$4.93M 0.64%
58,678
-43,780
34
$4.73M 0.62%
47,984
-7,395
35
$4.71M 0.61%
+57,800
36
$4.63M 0.61%
6,574
-165
37
$4.17M 0.55%
25,816
-251
38
$4.14M 0.54%
48,596
+1,181
39
$4.12M 0.54%
16,621
-156
40
$4.09M 0.53%
120,598
+24,481
41
$3.87M 0.51%
83,150
-8,542
42
$3.84M 0.5%
87,401
-63,785
43
$3.77M 0.49%
96,457
-33,321
44
$3.62M 0.47%
11,048
-642
45
$3.52M 0.46%
194,810
+11,930
46
$3.34M 0.44%
71,729
47
$3.21M 0.42%
136,119
-3,186
48
$3.07M 0.4%
5,784
+930
49
$3M 0.39%
13,630
+1,263
50
$2.94M 0.38%
64,282
+6,563
1
2
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