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
1
$60.9M 5.79%
349,600
-19,331
2
$49.9M 4.74%
104,586
+2,336
3
$49.9M 4.74%
880,585
+43,525
4
$49.6M 4.71%
357,400
+271,400
5
$39.6M 3.77%
178,230
+9,063
6
$38.5M 3.66%
89,200
+16,262
7
$35.8M 3.4%
106,511
-11,250
8
$33.5M 3.18%
102,841
+67,141
9
$28.8M 2.74%
97,459
+94,059
10
$28.6M 2.72%
577,849
+42,959
11
$24.2M 2.3%
474,389
+43,741
12
$18M 1.71%
50,094
+29,673
13
$16.6M 1.57%
78,757
+65,557
14
$13.2M 1.25%
+76,577
15
$11M 1.04%
25,086
+124
16
$10.5M 1%
81,196
+27,947
17
$10.5M 1%
168,901
+112,039
18
$9.76M 0.93%
46,578
+39,578
19
$8.95M 0.85%
148,623
+2,407
20
$8.81M 0.84%
118,735
+4,663
21
$8.8M 0.84%
25,692
+13,992
22
$8.51M 0.81%
22,617
-3,446
23
$8.23M 0.78%
97,305
+1,308
24
$8.1M 0.77%
140,700
+3,300
25
$7.42M 0.71%
46,873
-188
1
2 3 4 5