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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC icon
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.38%
6,337
-890
52
$2.91M 0.38%
32,784
-2,917
53
$2.83M 0.37%
10,100
+501
54
$2.79M 0.37%
43,748
-2,113
55
$2.75M 0.36%
70,577
-3,877
56
$2.75M 0.36%
73,534
+25,628
57
$2.74M 0.36%
51,855
+17,380
58
$2.7M 0.35%
19,888
+599
59
$2.63M 0.34%
91,160
-580
60
$2.58M 0.34%
11,098
-150
61
$2.55M 0.33%
33,182
-1,285
62
$2.48M 0.32%
5,425
+781
63
$2.47M 0.32%
13,658
+1,689
64
$2.43M 0.32%
22,167
+3,393
65
$2.42M 0.32%
51,081
-10,588
66
$2.37M 0.31%
28,648
-2,730
67
$2.33M 0.3%
62,153
68
$2.28M 0.3%
4,141
+714
69
$2.21M 0.29%
8,186
-2,369
70
$2.21M 0.29%
10,595
+1,507
71
$2.19M 0.29%
20,211
-6,514
72
$2.18M 0.29%
23,912
+600
73
$2.14M 0.28%
97,116
-1,215
74
$2.08M 0.27%
15,264
-24,205
75
$2.08M 0.27%
+45,600
1 2
3
4 5