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
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.17M 0.11%
+12,327
152
$1.14M 0.11%
6,568
153
$1.13M 0.11%
3,747
154
$1.11M 0.11%
+18,898
155
$1.11M 0.11%
+8,325
156
$1.1M 0.1%
13,625
-29,511
157
$1.1M 0.1%
14,472
-56
158
$1.08M 0.1%
11,412
-225
159
$1.08M 0.1%
20,734
+2,308
160
$1.07M 0.1%
16,676
+300
161
$1.07M 0.1%
+5,695
162
$1.05M 0.1%
+4,073
163
$1.03M 0.1%
+40,650
164
$1.03M 0.1%
31,542
-185
165
$1.02M 0.1%
+15,417
166
$1.02M 0.1%
9,508
+450
167
$1.02M 0.1%
+47,500
168
$1.02M 0.1%
+8,656
169
$1.01M 0.1%
+5,215
170
$1.01M 0.1%
25,721
-384
171
$1.01M 0.1%
6,765
+2,565
172
$977K 0.09%
+26,650
173
$974K 0.09%
+42,962
174
$961K 0.09%
20,099
+6,672
175
$953K 0.09%
38,162
-2,250
5 6
7
8 9