WI
Wintrust Investments Portfolio holdings
AUM
$114M
This Quarter Return
+4.11%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$396M
AUM Growth
+$396M
(+5.3%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
39.07%
Holding
307
New
16
Increased
106
Reduced
121
Closed
32
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$6.92M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.85M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$1.83M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.42M |
Top Sells
| 1 |
iShares US Medical Devices ETF
IHI
|
$2.66M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.19M |
| 3 |
First Trust Cloud Computing ETF
SKYY
|
$1.9M |
| 4 |
Teva Pharmaceuticals
TEVA
|
$1.78M |
| 5 |
Qualcomm
QCOM
|
$977K |
Sector Composition
| 1 | Financials | 5.59% |
| 2 | Healthcare | 5.28% |
| 3 | Industrials | 3.53% |
| 4 | Technology | 3.51% |
| 5 | Consumer Staples | 2.48% |
