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
$1.23B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$11.2M
3
+$6.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.09M

Top Sells

1
+$8.04M
2
+$5.24M
3
+$3.67M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.13M
5
DE icon
Deere & Co
DE
+$1.36M

Sector Composition

1 Technology 11.63%
2 Financials 9.76%
3 Healthcare 9.25%
4 Industrials 5.03%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.89M 0.24%
32,396
-192
77
$2.88M 0.23%
48,307
-8,493
78
$2.88M 0.23%
26,140
-481
79
$2.88M 0.23%
11,185
+1,112
80
$2.87M 0.23%
5,183
+126
81
$2.86M 0.23%
16,502
-31
82
$2.82M 0.23%
5,540
-1,852
83
$2.77M 0.23%
58,289
+5,876
84
$2.75M 0.22%
58,670
+8,071
85
$2.74M 0.22%
77,424
+4,558
86
$2.74M 0.22%
28,173
-450
87
$2.73M 0.22%
5,826
+1,128
88
$2.73M 0.22%
12,760
+1,354
89
$2.67M 0.22%
19,158
+285
90
$2.67M 0.22%
11,899
-195
91
$2.66M 0.22%
55,344
-1,611
92
$2.65M 0.22%
39,152
-637
93
$2.64M 0.21%
29,055
-1,378
94
$2.53M 0.21%
17,340
+766
95
$2.46M 0.2%
11,303
+35
96
$2.45M 0.2%
4
-6
97
$2.44M 0.2%
6,634
+275
98
$2.43M 0.2%
172,635
-5,778
99
$2.4M 0.2%
53,685
+725
100
$2.38M 0.19%
99,561
+18,771
2 3
4
5 6