JFGIW

Johnson Financial Group Inc (Wisconsin) Portfolio holdings

AUM $2.22B
1-Year Est. Return 13.66%
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$695M
AUM Growth
-$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.12M
3
+$4.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.49M
5
SCG
Scana
SCG
+$1.26M

Top Sells

1
+$8.32M
2
+$5.09M
3
+$4.93M
4
MSFT icon
Microsoft
MSFT
+$4.81M
5
AAPL icon
Apple
AAPL
+$4.22M

Sector Composition

1 Consumer Discretionary 15.87%
2 Technology 8.84%
3 Consumer Staples 8.62%
4 Financials 6.7%
5 Healthcare 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54K 0.01%
825
+34
352
$54K 0.01%
1,198
-1,360
353
$54K 0.01%
1,000
-2,765
354
$54K 0.01%
936
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355
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517
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$53K 0.01%
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$51K 0.01%
979
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$50K 0.01%
375
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360
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1,081
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361
$48K 0.01%
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362
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270
363
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398
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364
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365
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508
366
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373
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374
$42K 0.01%
545
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375
$42K 0.01%
600
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