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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.83M
3
+$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1
+$7.76M
2
+$4.19M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.38%
98,529
+4,015
52
$4.2M 0.37%
33,439
+865
53
$3.98M 0.35%
32,091
-143
54
$3.88M 0.34%
8,522
-150
55
$3.85M 0.34%
21,520
+15,245
56
$3.81M 0.34%
24,063
-5,933
57
$3.69M 0.33%
33,413
+4,360
58
$3.66M 0.32%
7,392
-10
59
$3.64M 0.32%
20,789
+1,177
60
$3.62M 0.32%
13,958
+834
61
$3.59M 0.32%
37,467
-606
62
$3.57M 0.31%
78,620
-4,500
63
$3.5M 0.31%
71,090
+3,775
64
$3.49M 0.31%
4,185
-494
65
$3.45M 0.3%
56,814
-14,890
66
$3.4M 0.3%
167,894
+744
67
$3.39M 0.3%
56,800
-16,110
68
$3.35M 0.3%
182,598
-18,756
69
$3.33M 0.29%
16,533
+8,343
70
$3.29M 0.29%
8,563
-511
71
$3.18M 0.28%
12,611
-156
72
$3.17M 0.28%
117,789
+7,488
73
$3.15M 0.28%
75,516
+1,082
74
$3.11M 0.27%
71,358
-9,834
75
$3.05M 0.27%
26,263
-17,520
1 2
3
4 5