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James Sommerfield Jr.

@Wintrust Investments Llc

Latest period2024 - Q3ReportedManaged Assets$135.111MTotal holdings530
Assets growth rate-89%Assets growth rate (2-Q avg)-40.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wintrust Investments Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 530 positions.

Assets under management

The assets under management (AUM) of Wintrust Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 135.111M in assets, with a quarterly growth rate of -89% and a 2-quarter average growth rate of -40.32%. The portfolio is managed by James Sommerfield Jr., and others.

Portfolio holdings

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InvestmentPortfolio %Reported Value