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
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$751K 0.07%
16,040
-1,599
202
$751K 0.07%
19,400
+2,100
203
$746K 0.07%
+23,150
204
$733K 0.07%
7,233
-550
205
$731K 0.07%
1,760
+39
206
$714K 0.07%
7,027
-1,155
207
$713K 0.07%
14,207
+50
208
$711K 0.07%
5,215
-1,550
209
$701K 0.07%
5,211
+50
210
$695K 0.07%
6,266
-580
211
$684K 0.07%
7,480
-254
212
$681K 0.07%
3,313
213
$674K 0.06%
18,248
-250
214
$672K 0.06%
5,100
215
$668K 0.06%
7,109
-241
216
$666K 0.06%
+6,092
217
$650K 0.06%
5,074
+129
218
$650K 0.06%
17,188
+487
219
$650K 0.06%
6,314
-358
220
$641K 0.06%
14,642
-74
221
$629K 0.06%
6,262
-250
222
$627K 0.06%
12,966
223
$626K 0.06%
19,956
224
$617K 0.06%
1,719
+72
225
$616K 0.06%
2,253
+117
7 8
9
10 11