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
$576M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.1M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.77M

Top Sells

1
+$5.25M
2
+$1.84M
3
+$1.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.48M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$913K

Sector Composition

1 Financials 8.64%
2 Technology 7.27%
3 Communication Services 6.38%
4 Healthcare 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.27%
12,631
+1,175
77
$1.53M 0.27%
11,077
+7,436
78
$1.51M 0.26%
89,494
+3,839
79
$1.51M 0.26%
38,304
-3,348
80
$1.51M 0.26%
85,188
+10,620
81
$1.5M 0.26%
+12,495
82
$1.5M 0.26%
113,638
+8,642
83
$1.5M 0.26%
+14,697
84
$1.48M 0.26%
31,428
-4,714
85
$1.46M 0.25%
13,234
-317
86
$1.45M 0.25%
15,652
+2,217
87
$1.44M 0.25%
68,450
-100
88
$1.44M 0.25%
+18,760
89
$1.4M 0.24%
2,812
+2,166
90
$1.38M 0.24%
7,271
+2,668
91
$1.37M 0.24%
38,667
+13,103
92
$1.33M 0.23%
16,311
+2,800
93
$1.32M 0.23%
71,908
+6,800
94
$1.3M 0.23%
+21,493
95
$1.3M 0.23%
9,181
-2,115
96
$1.27M 0.22%
60,600
-1,100
97
$1.26M 0.22%
68,703
+7,521
98
$1.24M 0.21%
10,491
+1,715
99
$1.23M 0.21%
56,600
-4,650
100
$1.22M 0.21%
4,123
+2,779
2 3
4
5 6