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
$428M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$1.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Top Sells

1
+$1.24M
2
+$1.03M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$957K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937K

Sector Composition

1 Financials 5.44%
2 Healthcare 5.29%
3 Technology 3.61%
4 Industrials 3.56%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.37%
31,109
+2,620
52
$1.52M 0.36%
13,351
-475
53
$1.51M 0.35%
83,329
+65,788
54
$1.5M 0.35%
16,366
+216
55
$1.48M 0.35%
24,680
+1,769
56
$1.46M 0.34%
23,977
-863
57
$1.45M 0.34%
9,857
+250
58
$1.44M 0.34%
35,126
-3,684
59
$1.43M 0.33%
9,980
+382
60
$1.42M 0.33%
103,538
+3,603
61
$1.42M 0.33%
23,238
-933
62
$1.41M 0.33%
27,120
-140
63
$1.41M 0.33%
44,993
+1,504
64
$1.41M 0.33%
47,922
+2,284
65
$1.41M 0.33%
18,899
+482
66
$1.4M 0.33%
143,777
-4,743
67
$1.38M 0.32%
7,650
+850
68
$1.37M 0.32%
12,957
-171
69
$1.36M 0.32%
20,692
-1,819
70
$1.35M 0.31%
22,154
+3,635
71
$1.34M 0.31%
18,798
+830
72
$1.33M 0.31%
78,051
+23,097
73
$1.32M 0.31%
37,978
-43
74
$1.32M 0.31%
43,794
+791
75
$1.3M 0.3%
43,970
+29,750
1 2
3
4 5