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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.26%
91,785
+4,572
77
$1.82M 0.25%
10,280
+123
78
$1.82M 0.25%
85,500
+32,000
79
$1.74M 0.24%
7,506
-745
80
$1.7M 0.24%
13,464
+1,400
81
$1.68M 0.24%
42,504
-4,713
82
$1.68M 0.24%
11,302
+3,126
83
$1.66M 0.23%
16,695
-304
84
$1.64M 0.23%
32,709
+886
85
$1.64M 0.23%
36,070
+8,840
86
$1.59M 0.22%
18,287
-264
87
$1.58M 0.22%
10,417
-600
88
$1.56M 0.22%
21,198
-10
89
$1.53M 0.21%
29,526
+12,360
90
$1.52M 0.21%
17,510
+144
91
$1.51M 0.21%
63,010
+34,850
92
$1.5M 0.21%
23,296
-1,127
93
$1.48M 0.21%
8,295
+1,218
94
$1.44M 0.2%
71,494
-85,699
95
$1.44M 0.2%
16,860
-438
96
$1.42M 0.2%
22,030
+15,774
97
$1.41M 0.2%
10,395
-376
98
$1.38M 0.19%
25,726
+432
99
$1.35M 0.19%
13,301
+317
100
$1.34M 0.19%
9,391
-53
2 3
4
5 6