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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.34%
17,531
-40
52
$3.98M 0.32%
32,241
+150
53
$3.97M 0.32%
22,735
+1,215
54
$3.91M 0.32%
34,737
+1,324
55
$3.69M 0.3%
37,487
+20
56
$3.6M 0.29%
82,277
+6,761
57
$3.6M 0.29%
14,101
+143
58
$3.52M 0.29%
21,324
+535
59
$3.46M 0.28%
79,555
+8,465
60
$3.42M 0.28%
131,796
+14,007
61
$3.32M 0.27%
49,240
+590
62
$3.3M 0.27%
4,186
+1
63
$3.3M 0.27%
51,687
-82,227
64
$3.25M 0.26%
163,508
-19,090
65
$3.24M 0.26%
55,675
-1,139
66
$3.2M 0.26%
3,880
+44
67
$3.19M 0.26%
27,680
+1,417
68
$3.17M 0.26%
7,613
-141
69
$3.17M 0.26%
158,170
-9,724
70
$3.16M 0.26%
69,447
-1,911
71
$3.15M 0.26%
21,561
-2,502
72
$3.05M 0.25%
12,607
-4
73
$3.05M 0.25%
63,206
+8,951
74
$3M 0.24%
78,620
75
$2.97M 0.24%
8,620
+57
1 2
3
4 5