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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.65M 0.37%
12,382
+2,132
52
$2.55M 0.36%
49,312
-2,283
53
$2.55M 0.36%
44,695
+2,270
54
$2.54M 0.36%
32,208
-923
55
$2.46M 0.35%
21,511
+585
56
$2.4M 0.34%
11,947
+81
57
$2.4M 0.34%
90,337
-18,779
58
$2.39M 0.34%
12,045
-1,033
59
$2.38M 0.33%
10,892
+244
60
$2.33M 0.33%
27,719
-11,608
61
$2.3M 0.32%
108,150
+45,000
62
$2.25M 0.31%
34,459
+1,514
63
$2.22M 0.31%
75,069
+15,411
64
$2.17M 0.3%
20,148
+2,690
65
$2.14M 0.3%
45,572
+28,525
66
$2.09M 0.29%
32,042
-5,097
67
$2.04M 0.29%
79,939
+31,291
68
$2M 0.28%
34,169
-56,288
69
$1.96M 0.27%
21,111
-763
70
$1.94M 0.27%
16,182
71
$1.94M 0.27%
4,973
+103
72
$1.94M 0.27%
11,835
+150
73
$1.93M 0.27%
21,821
-754
74
$1.93M 0.27%
10,748
+161
75
$1.9M 0.27%
32,262
-1,035