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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.18%
10,375
102
$1.3M 0.18%
16,998
-62
103
$1.26M 0.18%
7,038
-350
104
$1.25M 0.18%
58,350
+16,500
105
$1.24M 0.17%
9,979
+165
106
$1.23M 0.17%
20,509
-1,929
107
$1.19M 0.17%
19,924
108
$1.17M 0.16%
12,781
-302
109
$1.16M 0.16%
17,260
+940
110
$1.15M 0.16%
11,285
111
$1.14M 0.16%
5,784
+33
112
$1.14M 0.16%
10,546
-1,405
113
$1.13M 0.16%
5,703
+73
114
$1.11M 0.16%
3,412
+66
115
$1.09M 0.15%
8,861
+4,900
116
$1.06M 0.15%
48,600
+20,800
117
$1.04M 0.15%
3,556
+166
118
$1.04M 0.15%
37,664
-81
119
$1.02M 0.14%
24,268
+3,093
120
$1.02M 0.14%
9,165
-1
121
$1.02M 0.14%
22,283
+932
122
$1.02M 0.14%
11,563
+67
123
$1.01M 0.14%
14,484
+2,169
124
$1M 0.14%
8,310
-158
125
$983K 0.14%
8,499
-8,608
3 4
5
6 7