We are live on ! Find out more
WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.2M
3
+$3.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.58M

Top Sells

1
+$7.35M
2
+$3.92M
3
+$3.49M
4
OXY icon
Occidental Petroleum
OXY
+$3.32M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.62M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-3,265
477
– –
-25,724
478
– –
-2,474
479
– –
-2,018
480
– –
-1,680
481
– –
-9,270
482
– –
-1,293
483
– –
-60,865
484
– –
-7,237
485
– –
-1,651
16 17 18 19
20