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
$765M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.1M
3
+$5.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.71M
5
KFY icon
Korn Ferry
KFY
+$2.78M

Top Sells

1
+$30.7M
2
+$15.7M
3
+$6.96M
4
WTTR icon
Select Water Solutions
WTTR
+$6.48M
5
MRC icon
MRC Global
MRC
+$4.46M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.6%
3 Financials 8.01%
4 Energy 6.27%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.21%
6,712
-208
102
$1.57M 0.2%
16,503
-1,084
103
$1.55M 0.2%
8,770
-1,596
104
$1.53M 0.2%
20,009
-6,363
105
$1.53M 0.2%
7,988
-1,202
106
$1.51M 0.2%
21,414
-196
107
$1.49M 0.19%
13,974
+1,704
108
$1.48M 0.19%
18,609
+4,548
109
$1.48M 0.19%
26,154
+1,250
110
$1.47M 0.19%
9,876
+2,068
111
$1.46M 0.19%
7,159
+138
112
$1.45M 0.19%
9,544
-313
113
$1.43M 0.19%
8,664
+1,811
114
$1.43M 0.19%
17,297
+803
115
$1.4M 0.18%
5,306
+179
116
$1.37M 0.18%
15,954
+73
117
$1.35M 0.18%
13,410
-685
118
$1.28M 0.17%
8,447
-9
119
$1.27M 0.17%
11,646
+172
120
$1.25M 0.16%
24,416
-887
121
$1.22M 0.16%
12,278
-220
122
$1.2M 0.16%
7,264
123
$1.18M 0.15%
+11,207
124
$1.18M 0.15%
5,343
+16
125
$1.18M 0.15%
16,313
-325
3 4
5
6 7