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
126
$1.57M 0.15%
26,668
+2,757
127
$1.47M 0.14%
20,857
-3,146
128
$1.47M 0.14%
+5,468
129
$1.46M 0.14%
7,546
+1,936
130
$1.46M 0.14%
11,719
+291
131
$1.45M 0.14%
16,910
-7,896
132
$1.39M 0.13%
6,962
+3,938
133
$1.39M 0.13%
+18,168
134
$1.39M 0.13%
36,887
-450
135
$1.38M 0.13%
5,971
+131
136
$1.38M 0.13%
22,968
+603
137
$1.34M 0.13%
6,241
-34
138
$1.33M 0.13%
+31,850
139
$1.33M 0.13%
5,227
+1,397
140
$1.3M 0.12%
+7,462
141
$1.3M 0.12%
24,079
-9,266
142
$1.28M 0.12%
20,975
+300
143
$1.28M 0.12%
11,092
+5,617
144
$1.24M 0.12%
+10,580
145
$1.23M 0.12%
6,899
146
$1.22M 0.12%
+5,017
147
$1.22M 0.12%
50,000
148
$1.2M 0.11%
10,346
+4,072
149
$1.2M 0.11%
39,850
+1,900
150
$1.17M 0.11%
+17,335
4 5
6
7 8