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
176
$947K 0.09%
+8,168
177
$944K 0.09%
18,334
+1,031
178
$933K 0.09%
34,549
+978
179
$928K 0.09%
9,978
-19
180
$918K 0.09%
21,000
-400
181
$916K 0.09%
+6,224
182
$913K 0.09%
15,418
+46
183
$906K 0.09%
7,892
184
$904K 0.09%
7,800
-400
185
$888K 0.08%
17,639
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186
$882K 0.08%
11,455
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187
$872K 0.08%
+3,537
188
$871K 0.08%
18,691
-12
189
$870K 0.08%
7,550
-32
190
$868K 0.08%
+8,846
191
$860K 0.08%
5,161
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192
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5,124
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193
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17,032
-4,618
194
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195
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6,846
-310
196
$818K 0.08%
38,598
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197
$808K 0.08%
+7,783
198
$803K 0.08%
+5,100
199
$799K 0.08%
6,165
-2,540
200
$795K 0.08%
14,157
-18,360
6 7
8
9 10