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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.83M
3
+$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1
+$7.76M
2
+$4.19M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.17%
7,648
+600
127
$1.91M 0.17%
29,902
-9,052
128
$1.89M 0.17%
15,955
-597
129
$1.87M 0.17%
14,256
+6
130
$1.87M 0.16%
6,621
+250
131
$1.85M 0.16%
21,286
+4,572
132
$1.82M 0.16%
11,198
+137
133
$1.8M 0.16%
10,630
-168
134
$1.79M 0.16%
15,982
-2,910
135
$1.78M 0.16%
41,708
+18,114
136
$1.75M 0.15%
13,927
+206
137
$1.73M 0.15%
7,335
+995
138
$1.72M 0.15%
23,987
+1,880
139
$1.64M 0.14%
+11,510
140
$1.61M 0.14%
+3,464
141
$1.6M 0.14%
81,943
+70,743
142
$1.59M 0.14%
16,840
+2,421
143
$1.59M 0.14%
10,066
+158
144
$1.54M 0.14%
8,796
-75
145
$1.5M 0.13%
17,490
+1,970
146
$1.49M 0.13%
23,381
-651
147
$1.48M 0.13%
24,876
+4,965
148
$1.47M 0.13%
146,500
+48,100
149
$1.45M 0.13%
27,100
-11,086
150
$1.45M 0.13%
28,785
+2,227
4 5
6
7 8