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
$975M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$4.8M
3
+$3.88M
4
BABA icon
Alibaba
BABA
+$3.83M
5
AMZN icon
Amazon
AMZN
+$3.64M

Top Sells

1
+$6.91M
2
+$6.49M
3
+$5.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.28M

Sector Composition

1 Technology 12.13%
2 Financials 9%
3 Communication Services 8.82%
4 Healthcare 5.91%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$890K 0.09%
+33,815
177
$878K 0.09%
12,020
+400
178
$872K 0.09%
31,744
-1,717
179
$858K 0.09%
8,031
-20
180
$855K 0.09%
7,896
+552
181
$854K 0.09%
15,792
+1,622
182
$851K 0.09%
6,676
+304
183
$850K 0.09%
5,503
-8,545
184
$836K 0.09%
3,523
+300
185
$834K 0.09%
10,731
-402
186
$828K 0.09%
24,200
187
$827K 0.08%
7,896
-338
188
$824K 0.08%
13,067
+2,288
189
$807K 0.08%
8,823
-600
190
$805K 0.08%
5,066
+318
191
$802K 0.08%
4,355
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192
$796K 0.08%
4,104
-377
193
$789K 0.08%
19,298
-1,869
194
$784K 0.08%
7,891
195
$768K 0.08%
7,749
-2,419
196
$757K 0.08%
14,108
-17,833
197
$757K 0.08%
+27,080
198
$757K 0.08%
11,229
+141
199
$753K 0.08%
+24,937
200
$752K 0.08%
3,141
+138
6 7
8
9 10