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
126
$1.5M 0.14%
18,294
+126
127
$1.47M 0.14%
15,767
-1,283
128
$1.47M 0.14%
17,473
129
$1.45M 0.14%
50,650
+10,800
130
$1.43M 0.14%
9,360
-521
131
$1.42M 0.14%
8,531
+3,407
132
$1.39M 0.13%
15,400
-1,935
133
$1.39M 0.13%
6,221
134
$1.38M 0.13%
37,600
+30
135
$1.38M 0.13%
8,444
-212
136
$1.37M 0.13%
18,633
-2,224
137
$1.37M 0.13%
11,932
+213
138
$1.34M 0.13%
6,271
+30
139
$1.33M 0.13%
29,450
-2,400
140
$1.32M 0.13%
+14,863
141
$1.29M 0.12%
5,216
-252
142
$1.29M 0.12%
6,081
+110
143
$1.28M 0.12%
35,387
-1,500
144
$1.28M 0.12%
24,752
-1,916
145
$1.27M 0.12%
22,460
+3,562
146
$1.26M 0.12%
22,060
+15,060
147
$1.26M 0.12%
7,380
-82
148
$1.25M 0.12%
23,038
-6,000
149
$1.25M 0.12%
11,522
+1,176
150
$1.2M 0.12%
14,433
-2,477
4 5
6
7 8