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
126
$1.88M 0.15%
31,886
-3,357
127
$1.87M 0.15%
201,860
+55,360
128
$1.85M 0.15%
24,275
+288
129
$1.84M 0.15%
7,588
-1,038
130
$1.81M 0.15%
54,158
+12,450
131
$1.81M 0.15%
15,956
+1
132
$1.78M 0.15%
22,644
+1,358
133
$1.78M 0.14%
14,355
+99
134
$1.77M 0.14%
9,016
-81
135
$1.72M 0.14%
1,046
+242
136
$1.72M 0.14%
14,216
+289
137
$1.71M 0.14%
5,835
-271
138
$1.69M 0.14%
6,632
+11
139
$1.67M 0.14%
17,581
+91
140
$1.64M 0.13%
10,484
+418
141
$1.57M 0.13%
26,704
+2,389
142
$1.53M 0.12%
22,715
+655
143
$1.53M 0.12%
3,487
+23
144
$1.53M 0.12%
35,122
-248
145
$1.52M 0.12%
9,011
+215
146
$1.52M 0.12%
15,432
-550
147
$1.49M 0.12%
11,065
+8,915
148
$1.46M 0.12%
35,392
-17,838
149
$1.45M 0.12%
+8,800
150
$1.45M 0.12%
29,475
+690
4 5
6
7 8