WINTRUST INVESTMENTS LLC - Portfolio overview

WINTRUST INVESTMENTS LLC has 411 reported holdings in this dataset, with the latest filing dated 2025-02-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IJH - ISHARES CORE S P MID ETF ETF, 5.67%
2. AAPL - APPLE INC, 4.74%
3. IVV - ISHARES CORE S P 500 ETF S P 500 INDEX FD, 4.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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