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
$741M
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$12M
3
+$8.86M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.77M
5
LMT icon
Lockheed Martin
LMT
+$3.71M

Top Sells

1
+$34.2M
2
+$21.6M
3
+$13.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.2M
5
GILD icon
Gilead Sciences
GILD
+$10.2M

Sector Composition

1 Technology 14.02%
2 Healthcare 4.94%
3 Financials 4.25%
4 Communication Services 4.08%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$371K 0.05%
5,806
-300
202
$365K 0.05%
4,667
-464
203
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4,700
-100
204
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8,142
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205
$357K 0.05%
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206
$354K 0.05%
834
207
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6,001
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208
$345K 0.05%
12,619
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209
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210
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211
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212
$335K 0.05%
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213
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214
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6,458
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215
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216
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217
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218
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219
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220
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221
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222
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223
$287K 0.04%
1,120
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224
$282K 0.04%
3,550
225
$280K 0.04%
3,940
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