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
$1.45B
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$1.87M
3
+$1.25M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$1.09M

Top Sells

1
+$84.9M
2
+$18.4M
3
+$9.98M
4
KMB icon
Kimberly-Clark
KMB
+$7.73M
5
AAPL icon
Apple
AAPL
+$5.31M

Sector Composition

1 Consumer Discretionary 8.7%
2 Technology 6.11%
3 Financials 4.98%
4 Healthcare 2.75%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$81.4K 0.01%
+785
352
$79.1K 0.01%
1,528
-2,284
353
$78.9K 0.01%
+725
354
$78.8K 0.01%
172
355
$78.4K 0.01%
+754
356
$78K 0.01%
50,000
357
$76.2K 0.01%
+518
358
$75.3K 0.01%
3,613
-1,772
359
$74.8K 0.01%
1,680
+90
360
$73.8K 0.01%
1,000
361
$73.5K 0.01%
600
362
$73.2K 0.01%
810
-200
363
$73.1K 0.01%
2,723
+193
364
$72.9K 0.01%
1,537
+18
365
$72K 0.01%
3,840
-1,200
366
$71.9K 0.01%
1,275
367
$71.4K ﹤0.01%
2,353
-4,155
368
$71.2K ﹤0.01%
331
-200
369
$70.6K ﹤0.01%
407
+306
370
$70.6K ﹤0.01%
2,953
371
$70.6K ﹤0.01%
405
+40
372
$70K ﹤0.01%
604
373
$69.9K ﹤0.01%
553
-969
374
$69.3K ﹤0.01%
1,751
375
$68.8K ﹤0.01%
2,000
+1,600
13 14
15
16 17