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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.96M 0.19%
9,227
-124
102
$1.95M 0.19%
3,306
-1
103
$1.94M 0.19%
18,921
-1,370
104
$1.94M 0.19%
26,303
+20,522
105
$1.93M 0.19%
23,270
-50
106
$1.88M 0.18%
24,600
-116,100
107
$1.87M 0.18%
8,796
+1,250
108
$1.86M 0.18%
11,123
+68
109
$1.85M 0.18%
31,925
-5,882
110
$1.85M 0.18%
36,349
+15,615
111
$1.84M 0.18%
11,091
-810
112
$1.8M 0.17%
6,935
-169
113
$1.79M 0.17%
+17,781
114
$1.79M 0.17%
25,630
-3,095
115
$1.75M 0.17%
89,968
-9,330
116
$1.75M 0.17%
22,889
-1,186
117
$1.74M 0.17%
38,670
-16,905
118
$1.72M 0.17%
13,790
-1,513
119
$1.63M 0.16%
14,268
+1
120
$1.62M 0.16%
11,965
-90
121
$1.62M 0.16%
+8,308
122
$1.61M 0.16%
90,257
-2,185
123
$1.58M 0.15%
10,355
+461
124
$1.55M 0.15%
22,457
-1,622
125
$1.52M 0.15%
12,867
-1,858
3 4
5
6 7