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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.83M
3
+$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1
+$7.76M
2
+$4.19M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.03M 0.27%
10,073
+809
77
$2.97M 0.26%
7,754
-1,923
78
$2.96M 0.26%
4,865
+56
79
$2.94M 0.26%
28,623
+1,100
80
$2.94M 0.26%
5,057
+20
81
$2.81M 0.25%
+56,955
82
$2.81M 0.25%
35,243
-1,029
83
$2.81M 0.25%
54,255
+3,500
84
$2.8M 0.25%
32,588
-407
85
$2.77M 0.24%
50,599
-2,559
86
$2.71M 0.24%
30,433
-525
87
$2.7M 0.24%
26,621
+985
88
$2.68M 0.24%
3,836
+406
89
$2.66M 0.23%
18,973
-2,757
90
$2.62M 0.23%
52,413
-14,871
91
$2.58M 0.23%
12,094
-655
92
$2.58M 0.23%
11,268
+7
93
$2.55M 0.23%
8,658
-386
94
$2.53M 0.22%
6,894
-1,765
95
$2.52M 0.22%
6,144
+587
96
$2.51M 0.22%
+72,866
97
$2.48M 0.22%
178,413
-51,455
98
$2.45M 0.22%
16,574
+461
99
$2.45M 0.22%
52,960
+11,635
100
$2.39M 0.21%
39,789
-555
2 3
4
5 6