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
151
$1.44M 0.12%
15,752
-1,088
152
$1.43M 0.12%
21,748
-1,633
153
$1.42M 0.12%
74,643
-7,300
154
$1.4M 0.11%
6,622
+12
155
$1.4M 0.11%
13,079
+2,678
156
$1.39M 0.11%
3,720
+1,171
157
$1.39M 0.11%
2,372
-270
158
$1.36M 0.11%
23,690
-3,410
159
$1.36M 0.11%
7,845
-436
160
$1.35M 0.11%
5,412
+364
161
$1.3M 0.11%
5,204
+105
162
$1.29M 0.11%
49,550
+9,400
163
$1.29M 0.11%
2,880
164
$1.29M 0.1%
12,074
-319
165
$1.28M 0.1%
22,009
+3,070
166
$1.28M 0.1%
61,425
+1,752
167
$1.26M 0.1%
5,580
+1,005
168
$1.25M 0.1%
21,836
-19
169
$1.24M 0.1%
6,391
+343
170
$1.24M 0.1%
14,291
-100
171
$1.24M 0.1%
5,748
-445
172
$1.22M 0.1%
24,458
-418
173
$1.22M 0.1%
7,018
+239
174
$1.21M 0.1%
3,629
175
$1.21M 0.1%
8,770
-204
5 6
7
8 9