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
201
$941K 0.08%
1,693
+73
202
$937K 0.08%
6,288
+20
203
$934K 0.08%
36,856
+21,256
204
$933K 0.08%
2,498
-3,646
205
$929K 0.08%
3,891
+3
206
$923K 0.08%
11,380
-2,358
207
$905K 0.07%
7,484
+163
208
$902K 0.07%
23,029
+3,337
209
$899K 0.07%
9,058
+936
210
$898K 0.07%
7,370
-240
211
$881K 0.07%
11,319
-729
212
$880K 0.07%
11,338
+435
213
$879K 0.07%
1,359
+131
214
$860K 0.07%
5,489
-200
215
$846K 0.07%
30,561
216
$839K 0.07%
10,708
-81
217
$834K 0.07%
31,074
-16,102
218
$832K 0.07%
210
219
$824K 0.07%
+15,231
220
$823K 0.07%
8,124
+18
221
$815K 0.07%
3,063
222
$804K 0.07%
3,910
223
$797K 0.06%
9,880
-1,050
224
$795K 0.06%
35,133
+350
225
$785K 0.06%
16,343
+992
7 8
9
10 11