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
201
$752K 0.08%
8,335
+284
202
$746K 0.08%
38,059
+825
203
$740K 0.08%
10,169
-288
204
$735K 0.08%
19,575
+159
205
$734K 0.08%
5,913
+170
206
$730K 0.07%
7,965
207
$727K 0.07%
32,781
208
$726K 0.07%
+5,100
209
$713K 0.07%
6,963
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210
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14,673
211
$706K 0.07%
8,951
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212
$705K 0.07%
3,552
-307
213
$701K 0.07%
20,301
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214
$698K 0.07%
2,912
+26
215
$697K 0.07%
27,350
+6,600
216
$696K 0.07%
7,026
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217
$688K 0.07%
4,606
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218
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219
$676K 0.07%
6,638
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220
$675K 0.07%
+16,344
221
$674K 0.07%
14,756
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222
$669K 0.07%
7,293
+2,982
223
$668K 0.07%
20,268
224
$660K 0.07%
24,401
225
$659K 0.07%
11,567
-650
7 8
9
10 11