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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.33%
32,072
+20,980
52
$3.43M 0.33%
103,012
+2,960
53
$3.35M 0.32%
17,408
+2,988
54
$3.19M 0.31%
12,717
-10
55
$3.17M 0.31%
37,046
-1,627
56
$3.13M 0.3%
+55,100
57
$3.11M 0.3%
63,543
-235
58
$3.1M 0.3%
35,069
+26,223
59
$3.02M 0.29%
17,155
-4,750
60
$3M 0.29%
57,512
-738
61
$2.9M 0.28%
37,126
-2,309
62
$2.84M 0.27%
42,363
+34,913
63
$2.81M 0.27%
22,124
-1,215
64
$2.76M 0.27%
21,500
-5,900
65
$2.67M 0.26%
141,235
+11,271
66
$2.63M 0.25%
85,910
+140
67
$2.58M 0.25%
18,833
+871
68
$2.58M 0.25%
34,377
-4,000
69
$2.57M 0.25%
39,590
+18,290
70
$2.54M 0.24%
4,402
-84
71
$2.53M 0.24%
40,275
+461
72
$2.49M 0.24%
20,555
-1,629
73
$2.43M 0.23%
9,122
-4,945
74
$2.4M 0.23%
4,700
+124
75
$2.38M 0.23%
10,471
-30
1 2
3
4 5