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
$741M
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$12M
3
+$8.86M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.77M
5
LMT icon
Lockheed Martin
LMT
+$3.71M

Top Sells

1
+$34.2M
2
+$21.6M
3
+$13.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.2M
5
GILD icon
Gilead Sciences
GILD
+$10.2M

Sector Composition

1 Technology 14.02%
2 Healthcare 4.94%
3 Financials 4.25%
4 Communication Services 4.08%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$673K 0.09%
5,451
-1,225
152
$666K 0.09%
4,900
-20,880
153
$665K 0.09%
3,024
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154
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6,614
-349
155
$639K 0.09%
6,274
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156
$638K 0.09%
5,342
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157
$631K 0.09%
+5,475
158
$627K 0.08%
5,613
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159
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3,400
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160
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13,427
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161
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162
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4,200
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164
$592K 0.08%
11,190
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165
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167
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5,568
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3,623
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174
$529K 0.07%
6,571
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175
$523K 0.07%
3,235
-459
5 6
7
8 9