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
101
$2.36M 0.19%
73,226
+6,821
102
$2.35M 0.19%
2,991
+344
103
$2.33M 0.19%
8,717
104
$2.31M 0.19%
7,364
+4,855
105
$2.31M 0.19%
38,977
+1,366
106
$2.3M 0.19%
13,548
+2,038
107
$2.28M 0.19%
8,245
-413
108
$2.27M 0.19%
111,221
+959
109
$2.24M 0.18%
6,721
-173
110
$2.23M 0.18%
17,990
+361
111
$2.19M 0.18%
40,620
-1,000
112
$2.19M 0.18%
13,777
-5,196
113
$2.16M 0.18%
9,600
+83
114
$2.15M 0.17%
9,270
-335
115
$2.13M 0.17%
4,126
+12
116
$2.12M 0.17%
29,999
+97
117
$2.11M 0.17%
50,785
+11,133
118
$2.11M 0.17%
20,187
-220
119
$2.1M 0.17%
12,316
+12
120
$2M 0.16%
29,261
-168
121
$1.96M 0.16%
9,820
-810
122
$1.95M 0.16%
49,032
+1,868
123
$1.91M 0.16%
11,585
+387
124
$1.91M 0.16%
4,940
+4,047
125
$1.9M 0.15%
18,287
-556
3 4
5
6 7