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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.03M 0.19%
18,788
-45,516
102
$2.02M 0.19%
42,152
+4,161
103
$2.01M 0.19%
24,075
+9,142
104
$2M 0.19%
53,013
-73,087
105
$1.97M 0.19%
5,995
+2,015
106
$1.94M 0.18%
12,055
107
$1.92M 0.18%
11,055
-198
108
$1.88M 0.18%
+4,539
109
$1.86M 0.18%
+14,267
110
$1.82M 0.17%
+35,357
111
$1.81M 0.17%
+9,894
112
$1.8M 0.17%
29,433
+703
113
$1.79M 0.17%
10,959
-393
114
$1.75M 0.17%
+8,024
115
$1.75M 0.17%
124,362
-27,018
116
$1.72M 0.16%
+92,442
117
$1.72M 0.16%
27,537
-293
118
$1.65M 0.16%
17,050
+307
119
$1.62M 0.15%
17,473
-43
120
$1.62M 0.15%
9,881
+23
121
$1.61M 0.15%
21,300
+2,350
122
$1.6M 0.15%
+29,038
123
$1.59M 0.15%
14,725
-395
124
$1.58M 0.15%
37,570
+320
125
$1.58M 0.15%
6,221
+143
3 4
5
6 7