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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.23%
52,591
-3,248
77
$2.35M 0.23%
16,880
+2,160
78
$2.35M 0.23%
11,198
-42
79
$2.33M 0.22%
9,814
+15
80
$2.33M 0.22%
9,382
-1,853
81
$2.29M 0.22%
30,247
-1,848
82
$2.28M 0.22%
95,739
+354
83
$2.19M 0.21%
16,585
-1,556
84
$2.17M 0.21%
94,665
+1,990
85
$2.16M 0.21%
+18,286
86
$2.15M 0.21%
38,694
+15,726
87
$2.13M 0.2%
9,888
-1,975
88
$2.13M 0.2%
22,103
-271
89
$2.11M 0.2%
45,250
-1,875
90
$2.11M 0.2%
99,100
-26,700
91
$2.1M 0.2%
42,339
-633
92
$2.09M 0.2%
42,767
-17,326
93
$2.08M 0.2%
10,821
+3,859
94
$2.05M 0.2%
28,020
+483
95
$2.03M 0.2%
35,832
+475
96
$2.03M 0.2%
10,835
-124
97
$2.01M 0.19%
8,447
+3,220
98
$1.99M 0.19%
24,407
-522
99
$1.97M 0.19%
9,658
+1,634
100
$1.97M 0.19%
51,812
-1,201
2 3
4
5 6