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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.47M 0.23%
22,374
-1,923
77
$2.41M 0.23%
11,235
+10,235
78
$2.33M 0.22%
95,385
+3,750
79
$2.3M 0.22%
4,576
-160
80
$2.27M 0.22%
15,303
+2,355
81
$2.27M 0.22%
68,923
+1,832
82
$2.25M 0.21%
+47,125
83
$2.24M 0.21%
9,799
-1,053
84
$2.24M 0.21%
28,725
+3,995
85
$2.21M 0.21%
+3,307
86
$2.18M 0.21%
11,901
-250
87
$2.15M 0.2%
+92,675
88
$2.15M 0.2%
39,814
+1,972
89
$2.15M 0.2%
11,000
-4,500
90
$2.13M 0.2%
+14,720
91
$2.13M 0.2%
46,948
-12,495
92
$2.12M 0.2%
20,291
-200
93
$2.11M 0.2%
+9,351
94
$2.1M 0.2%
+32,095
95
$2.09M 0.2%
23,320
96
$2.08M 0.2%
24,929
+10,029
97
$2.08M 0.2%
37,807
-1,200
98
$2.07M 0.2%
+42,972
99
$2.07M 0.2%
7,104
-88
100
$2.06M 0.2%
+129,964
2 3
4
5 6