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
201
$785K 0.07%
+9,997
202
$783K 0.07%
+3,877
203
$770K 0.07%
3,406
-74
204
$767K 0.07%
43,050
-1,600
205
$766K 0.07%
+2,109
206
$757K 0.07%
+7,313
207
$756K 0.07%
+19,956
208
$751K 0.07%
3,313
-81
209
$726K 0.07%
+24,700
210
$725K 0.07%
10,450
+2,650
211
$711K 0.07%
6,512
-1,142
212
$707K 0.07%
7,734
-17
213
$706K 0.07%
6,672
+58
214
$698K 0.07%
7,350
-110
215
$697K 0.07%
5,242
-100
216
$697K 0.07%
+9,963
217
$694K 0.07%
+3,331
218
$689K 0.07%
11,952
-608
219
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+18,498
220
$688K 0.07%
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221
$670K 0.06%
4,193
-300
222
$655K 0.06%
3,600
+2,100
223
$653K 0.06%
+10,660
224
$638K 0.06%
+14,716
225
$635K 0.06%
+22,601
7 8
9
10 11