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
$741M
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$12M
3
+$8.86M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.77M
5
LMT icon
Lockheed Martin
LMT
+$3.71M

Top Sells

1
+$34.2M
2
+$21.6M
3
+$13.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.2M
5
GILD icon
Gilead Sciences
GILD
+$10.2M

Sector Composition

1 Technology 14.02%
2 Healthcare 4.94%
3 Financials 4.25%
4 Communication Services 4.08%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.38%
95,067
+18,449
52
$2.77M 0.37%
25,673
-440
53
$2.72M 0.37%
59,443
+610
54
$2.65M 0.36%
18,325
-132
55
$2.59M 0.35%
24,297
-282
56
$2.49M 0.34%
29,213
-1,572
57
$2.39M 0.32%
+80,030
58
$2.34M 0.32%
19,830
-140
59
$2.28M 0.31%
17,911
-589
60
$2.25M 0.3%
10,911
+91
61
$2.22M 0.3%
12,151
-1,430
62
$2.18M 0.29%
296,742
+138,744
63
$2.18M 0.29%
67,091
-668
64
$2.14M 0.29%
24,806
-6,255
65
$2.1M 0.28%
10,852
-102
66
$2.08M 0.28%
12,055
-296
67
$2.06M 0.28%
20,491
-1,849
68
$2.06M 0.28%
23,320
-472
69
$2.06M 0.28%
91,635
-150
70
$2.03M 0.27%
24,387
-5,513
71
$1.98M 0.27%
24,730
-3,333
72
$1.94M 0.26%
37,842
+8,897
73
$1.94M 0.26%
7,192
-480
74
$1.9M 0.26%
11,352
-23
75
$1.9M 0.26%
12,948
+919
1 2
3
4 5