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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC icon
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.05M 0.27%
19,436
-491
77
$2.03M 0.27%
28,162
+5,432
78
$2.02M 0.26%
10,979
+189
79
$1.99M 0.26%
13,385
-857
80
$1.97M 0.26%
42,105
-6,131
81
$1.96M 0.26%
41,358
+60
82
$1.94M 0.25%
21,954
+4,892
83
$1.85M 0.24%
21,177
-679
84
$1.82M 0.24%
35,925
+8,024
85
$1.81M 0.24%
40,325
-925
86
$1.73M 0.23%
4,622
-1,936
87
$1.73M 0.23%
110,790
+1,110
88
$1.7M 0.22%
105,750
+74,284
89
$1.68M 0.22%
17,768
-4,053
90
$1.68M 0.22%
13,400
-870
91
$1.68M 0.22%
20,560
-2,276
92
$1.67M 0.22%
+5,750
93
$1.67M 0.22%
7,429
+12
94
$1.66M 0.22%
9,237
+529
95
$1.64M 0.21%
22,046
-492
96
$1.63M 0.21%
8,907
+283
97
$1.62M 0.21%
18,638
-9,327
98
$1.59M 0.21%
25,608
-1,260
99
$1.58M 0.21%
10,727
+121
100
$1.58M 0.21%
40,155
+5,945
2 3
4
5 6