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
176
$1.2M 0.1%
25,686
+387
177
$1.18M 0.1%
3,674
+39
178
$1.16M 0.09%
18,839
-500
179
$1.14M 0.09%
2,603
+707
180
$1.12M 0.09%
2,873
+14
181
$1.12M 0.09%
2,512
-23
182
$1.1M 0.09%
6,773
-4
183
$1.09M 0.09%
10,689
-735
184
$1.09M 0.09%
19,180
+1,305
185
$1.09M 0.09%
4,620
+27
186
$1.06M 0.09%
20,432
+236
187
$1.05M 0.09%
4,471
+115
188
$1.05M 0.09%
21,156
+223
189
$1.03M 0.08%
8,751
-100
190
$1.03M 0.08%
3,121
+20
191
$1.02M 0.08%
9,276
-8
192
$1.01M 0.08%
56,382
-3,654
193
$1M 0.08%
5,510
+394
194
$985K 0.08%
15,483
+231
195
$975K 0.08%
17,803
+944
196
$970K 0.08%
6,445
197
$967K 0.08%
23,451
+561
198
$963K 0.08%
42,391
+1,611
199
$962K 0.08%
3,727
+1,672
200
$955K 0.08%
8,151
-187
6 7
8
9 10