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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$9.94M
3
+$7.42M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.54M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.9M

Top Sells

1
+$7.1M
2
+$5.07M
3
+$3.7M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.28M
5
DE icon
Deere & Co
DE
+$1.42M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-2,070
477
– –
-9,169
478
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-500
479
– –
-2,008
480
– –
-4,355
481
– –
-2,750
482
– –
-5,092
483
– –
-1,790
484
– –
-7,656
485
– –
-7,272
486
– –
-19,000
16 17 18 19
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