Wintrust Investments LLC
CIK Number: 0000049096
113.6M
Market Value
392
# of Holdings
14 months
Avg. Holding Period
34.48%
Win Rate
12.34%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid... | 52.30 | -1.09% | 101.2K | +1.97% | 6.31M | 52.44 | 5.55% |
| 2 | AAPL | Apple Inc. | 181.59 | -3.6% | 21.05K | -3.99% | 5.27M | 146.05 | 4.64% |
| 3 | IVV | iShares Core S&P 500... | 506.06 | -0.3% | 8.74K | +8.39% | 5.15M | 416.15 | 4.53% |
| 4 | IWM | iShares Russell 2000... | 179.49 | -0.94% | 22.31K | +3.93% | 4.93M | 213.66 | 4.34% |
| 5 | BRK-B | Berkshire Hathaway I... | 489.97 | -0.72% | 9.68K | -5.87% | 4.39M | 311.35 | 3.86% |
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