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
$576M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.1M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.77M

Top Sells

1
+$5.25M
2
+$1.84M
3
+$1.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.48M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$913K

Sector Composition

1 Financials 8.64%
2 Technology 7.27%
3 Communication Services 6.38%
4 Healthcare 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.35%
33,929
-13,159
52
$2.01M 0.35%
+30,958
53
$1.96M 0.34%
10,058
+8,324
54
$1.96M 0.34%
102,668
-614
55
$1.88M 0.33%
+11,462
56
$1.86M 0.32%
67,520
+12,717
57
$1.78M 0.31%
10,691
+2,934
58
$1.76M 0.31%
61,897
+17,498
59
$1.76M 0.31%
+16,927
60
$1.74M 0.3%
72,150
+20,505
61
$1.74M 0.3%
31,383
+2,750
62
$1.69M 0.29%
13,958
+4,443
63
$1.67M 0.29%
29,409
+18,866
64
$1.66M 0.29%
23,328
-1,264
65
$1.66M 0.29%
25,145
+1,026
66
$1.66M 0.29%
5,570
-17,630
67
$1.64M 0.28%
70,529
+14,281
68
$1.63M 0.28%
+2,220
69
$1.6M 0.28%
66,197
+34,152
70
$1.6M 0.28%
11,643
+1,104
71
$1.58M 0.28%
19,035
+7,931
72
$1.58M 0.27%
53,472
+1,379
73
$1.58M 0.27%
23,082
+1,484
74
$1.56M 0.27%
55,437
+35,491
75
$1.54M 0.27%
20,725
+157
1 2
3
4 5