WI
Wintrust Investments Portfolio holdings
AUM
$114M
This Quarter Return
+14.71%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$352M
AUM Growth
+$352M
(-52%)
Cap. Flow
-$395M
Cap. Flow
% of AUM
-112.31%
Top 10 Holdings %
Top 10 Hldgs %
41.63%
Holding
365
New
16
Increased
77
Reduced
64
Closed
186
Top Buys
| 1 |
Tesla
TSLA
|
$6.45M |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$5.66M |
| 3 |
Investcorp Credit Management BDC
ICMB
|
$4.4M |
| 4 |
NextEra Energy, Inc.
NEE
|
$3.79M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$47.4M |
| 2 |
Apple
AAPL
|
$30.2M |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$29.7M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$23.8M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$20.2M |
Sector Composition
| 1 | Communication Services | 15.67% |
| 2 | Technology | 11.81% |
| 3 | Financials | 9.82% |
| 4 | Healthcare | 9.58% |
| 5 | Industrials | 5.24% |
