WINTRUST INVESTMENTS LLC
Filing Date
Global Rank
#6,390
/ 8,107
▼ 656
· as of Dec 2024
Top Industry
Insurance - Diversified
12.4%
3Y Alpha vs SPY
+15.6%
Period ended 1 year ago
Filed Feb 10, 2025 · 1y
20 quarters · since Mar 2020
Clone Performance
Sep 2023–Jul 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+74.7%
SPY
+39.1%
Annualised alpha
+15.6%
Max drawdown
−16.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 7 quarters.WINTRUST INVESTMENTS LLC has stopped filing, so the simulation ends in Jul 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
272 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024Top Position
10.7%
+1.1 pts
Top 5
31.6%
+3.7 pts
Top 10
44.3%
+5.1 pts
HHI
304
Diversified+67
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 21.8% | $14,511,394 |
| Technology | 20.9% | $13,890,919 |
| Unclassified | 14.0% | $9,288,329 |
| Healthcare | 11.9% | $7,934,501 |
| Communication Services | 7.5% | $4,954,655 |
| Industrials | 7.2% | $4,785,509 |
| Consumer Cyclical | 7.2% | $4,771,953 |
| Energy | 3.9% | $2,566,513 |
| Consumer Defensive | 2.9% | $1,941,210 |
| Utilities | 1.5% | $980,201 |
| Basic Materials | 1.0% | $655,709 |
| Real Estate | 0.2% | $140,835 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZWS | Zurn Elkay Water Solutions Corp | +12,276 | 25,331 | $944,846 | |
| CGGR | Capital Group Growth ETF | +10,462 | 28,648 | $1,064,846 | |
| APO | Apollo Global Management, Inc. | +7,832 | 8,714 | $1,439,204 | |
| CGDV | Capital Group Dividend Value ETF | +2,182 | 19,940 | $703,084 | |
| HTGC | Hercules Capital, Inc. | +1,582 | 13,024 | $261,652 | |
| NEE | Nextera Energy Inc | +1,202 | 4,312 | $309,127 | |
| TSCO | Tractor Supply Co /De/ | +1,183 | 1,995 | $105,854 | |
| ACP | abrdn Income Credit Strategies Fund | +1,062 | 4,379 | $26,142 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | +900 | 1,937 | $597,700 | |
| CGGO | Capital Group Global Growth Equity ETF | +782 | 1,578 | $46,109 | |
| DUK | Duke Energy CORP | +704 | 1,345 | $144,910 | |
| PANW | Palo Alto Networks Inc | +703 | 1,402 | $255,107 | |
| LOW | Lowes Companies Inc | +408 | 767 | $189,295 | |
| NUV | Nuveen Municipal Value Fund Inc | +400 | 1,707 | $14,663 | |
| AFL | Aflac Inc | +357 | 3,695 | $382,210 | |
| SHEL | Shell plc | +302 | 2,275 | $142,528 | |
| ETR | Entergy Corp /De/ | +256 | 516 | $39,123 | |
| ENB | Enbridge Inc | +238 | 736 | $31,228 | |
| ADI | Analog Devices Inc | +206 | 302 | $64,162 | |
| NKE | NIKE, Inc. | +198 | 523 | $39,575 | |
| EW | Edwards Lifesciences Corp | +177 | 2,384 | $176,487 | |
| VIG | Vanguard Dividend Appreciation ETF | +155 | 7,865 | $1,540,202 | |
| GNRC | Generac Holdings Inc. | +152 | 428 | $66,361 | |
| REGN | Regeneron Pharmaceuticals, Inc. | +131 | 201 | $143,178 | |
| BIPH | Brookfield Infrastructure Partners L.P. | +125 | 1,365 | $43 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | −33,145 | 15,740 | $0 | ||
| CLB | Core Laboratories Inc. /DE/ | −28,549 | 10,142 | $175,558 | |
| — | −10,640 | 6,087 | $0 | ||
| KMI | Kinder Morgan, Inc. | −10,172 | 5,005 | $137,137 | |
| CLF | Cleveland-Cliffs Inc. | −9,501 | 4,934 | $46,379 | |
| NEM | NEWMONT Corp /DE/ | −7,990 | 5,610 | $208,804 | |
| CGXU | Capital Group International Focus Equity ETF | −7,508 | 41,120 | $1,014,430 | |
| NOV | NOV Inc. | −5,093 | 3,736 | $54,545 | |
| RIG | Transocean Ltd. | −4,500 | 6,425 | $24,093 | |
| BUD | Anheuser-Busch InBev SA/NV | −4,000 | 1,394 | $69,797 | |
| — | −3,795 | 3,310 | $0 | ||
| KFY | Korn Ferry | −3,643 | 2,715 | $183,126 | |
| BAC | Bank Of America Corp /De/ | −3,490 | 4,575 | $201,071 | |
| VEA | Vanguard FTSE Developed Markets ETF | −3,227 | 50,886 | $2,433,368 | |
| NVDA | Nvidia Corp | −3,209 | 4,561 | $612,496 | |
| F | Ford Motor Co | −3,169 | 1,099 | $10,880 | |
| MO | Altria Group, Inc. | −3,136 | 3,566 | $186,466 | |
| UVV | Universal Corp /Va/ | −3,101 | 2,007 | $110,063 | |
| C | Citigroup Inc | −3,019 | 1,330 | $93,618 | |
| CSCO | Cisco Systems, Inc. | −2,877 | 2,304 | $136,396 | |
| AHCO | AdaptHealth Corp. | −2,500 | 2,500 | $23,800 | |
| SLB | Slb Limited/Nv | −2,448 | 3,212 | $123,148 | |
| LNC | Lincoln National Corp | −2,405 | 823 | $26,097 | |
| RTX | RTX Corp | −2,278 | 1,155 | $133,656 | |
| GOOGL | Alphabet Inc. | −2,214 | 17,021 | $3,237,626 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BLK | BlackRock, Inc. | 261 | $267,553 | |
| CL | Colgate Palmolive Co | 362 | $32,909 | |
| IAU | Ishares Gold Trust | 599 | $29,656 | |
| FANG | Diamondback Energy, Inc. | 172 | $28,178 | |
| GPC | Genuine Parts Co | 198 | $23,118 | |
| VNO | Vornado Realty Trust | 515 | $21,650 | |
| CE | Celanese Corp | 307 | $21,247 | |
| TNET | Trinet Group, Inc. | 230 | $20,877 | |
| PTON | Peloton Interactive, Inc. | 1,725 | $15,007 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 1,703 | $13,913 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DKNG | DraftKings Inc. | 7,862 | $308,190 | |
| BAX | Baxter International Inc | 4,777 | $181,382 | |
| HUM | Humana Inc | 481 | $152,351 | |
| BHP | BHP Group Ltd | 2,077 | $129,002 | |
| CVS | CVS HEALTH Corp | 2,033 | $127,835 | |
| CSWC | Capital Southwest Corp | 4,955 | $125,311 | |
| AMD | Advanced Micro Devices Inc | 706 | $115,840 | |
| MNST | Monster Beverage Corp | 2,213 | $115,452 | |
| VZ | Verizon Communications Inc | 2,320 | $104,191 | |
| IBP | Installed Building Products, Inc. | 391 | $96,291 | |
| ATKR | Atkore Inc. | 1,104 | $93,552 | |
| AMAT | Applied Materials Inc /De | 456 | $92,134 | |
| UNP | Union Pacific Corp | 320 | $78,873 | |
| PRU | Prudential Financial Inc | 639 | $77,382 | |
| DD | DuPont de Nemours, Inc. | 804 | $71,644 | |
| GEHC | GE HealthCare Technologies Inc. | 740 | $69,449 | |
| YUM | Yum Brands Inc | 486 | $67,899 | |
| CNA | Cna Financial Corp | 1,330 | $65,090 | |
| MTZ | Mastec Inc | 520 | $64,012 | |
| IOT | Samsara Inc. | 1,291 | $62,122 | |
| TRV | Travelers Companies, Inc. | 248 | $58,061 | |
| SYY | Sysco Corp | 685 | $53,471 | |
| SPG | Simon Property Group Inc. | 315 | $53,241 | |
| KMB | Kimberly Clark Corp | 354 | $50,367 | |
| BA | Boeing Co | 313 | $47,588 | |
| No positions match the current search. | ||||
272 tracked positions ·
$66,421,728 total
· filing declares
427 positions · $1,113,435
· as of Dec 31, 2024
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 272 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,682 | $7,110,523 | 10.71% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,047 | $5,270,589 | 7.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 17,021 | $3,237,626 | 4.87% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,998 | $2,949,657 | 4.44% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 50,886 | $2,433,368 | 3.66% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 4,298 | $2,243,384 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,576 | $1,662,098 | 2.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,027 | $1,564,844 | 2.36% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 7,865 | $1,540,202 | 2.32% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 8,714 | $1,439,204 | 2.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,856 | $1,357,655 | 2.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,597 | $1,101,946 | 1.66% | |
| CGGR |
Capital Group Growth ETF
|
Added | 28,648 | $1,064,846 | 1.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,808 | $1,059,632 | 1.60% | |
| CGXU |
Capital Group International Focus Equity ETF
|
Reduced | 41,120 | $1,014,430 | 1.53% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 4,945 | $994,835 | 1.50% | |
| ZWS |
Zurn Elkay Water Solutions Corp
Industrials
|
Added | 25,331 | $944,846 | 1.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,389 | $813,273 | 1.22% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 19,940 | $703,084 | 1.06% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,891 | $691,430 | 1.04% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,961 | $619,754 | 0.93% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,561 | $612,496 | 0.92% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
Added | 1,937 | $597,700 | 0.90% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
Reduced | 19,973 | $574,822 | 0.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 580 | $531,436 | 0.80% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 498 | $443,877 | 0.67% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,421 | $403,435 | 0.61% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,427 | $394,280 | 0.59% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 3,695 | $382,210 | 0.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 716 | $366,040 | 0.55% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 1,358 | $344,334 | 0.52% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 1,018 | $340,347 | 0.51% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 696 | $338,214 | 0.51% | |
| PSX |
Phillips 66
Energy
|
Reduced | 2,882 | $328,346 | 0.49% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 308 | $326,516 | 0.49% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 4,159 | $314,545 | 0.47% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 4,312 | $309,127 | 0.47% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 2,401 | $290,064 | 0.44% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,348 | $282,581 | 0.43% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 532 | $269,117 | 0.41% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 810 | $268,814 | 0.40% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 261 | $267,553 | 0.40% | |
| KLAC |
Kla Corp
Technology
|
Added | 420 | $264,650 | 0.40% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
Added | 13,024 | $261,652 | 0.39% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
Added | 1,952 | $260,670 | 0.39% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 498 | $259,074 | 0.39% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 916 | $255,509 | 0.38% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,402 | $255,107 | 0.38% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 719 | $246,013 | 0.37% | |
| CGUS |
Capital Group Core Equity ETF
|
Reduced | 6,998 | $244,720 | 0.37% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.