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
151
$1.43M 0.13%
24,315
-450
152
$1.42M 0.13%
2,642
-690
153
$1.4M 0.12%
8,281
+169
154
$1.39M 0.12%
35,370
-40
155
$1.37M 0.12%
2,880
-15
156
$1.36M 0.12%
6,610
-128
157
$1.33M 0.12%
12,393
-372
158
$1.29M 0.11%
14,391
+164
159
$1.27M 0.11%
47,176
+19,146
160
$1.27M 0.11%
6,193
-250
161
$1.27M 0.11%
5,099
+26
162
$1.27M 0.11%
22,060
-2,280
163
$1.27M 0.11%
18,939
+2,900
164
$1.26M 0.11%
21,855
-900
165
$1.24M 0.11%
59,673
+2,494
166
$1.24M 0.11%
19,339
167
$1.23M 0.11%
25,299
+7,158
168
$1.22M 0.11%
+804
169
$1.21M 0.11%
3,635
+115
170
$1.21M 0.11%
5,048
+278
171
$1.16M 0.1%
13,738
+8,756
172
$1.15M 0.1%
10,401
-3,530
173
$1.14M 0.1%
2,859
-185
174
$1.12M 0.1%
4,593
-497
175
$1.11M 0.1%
60,036
-18,599
5 6
7
8 9