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
376
$68.4K ﹤0.01%
282
377
$68.4K ﹤0.01%
+931
378
$68.1K ﹤0.01%
+1,230
379
$65.7K ﹤0.01%
655
-420
380
$64.6K ﹤0.01%
365
381
$64.4K ﹤0.01%
2,614
+146
382
$62.6K ﹤0.01%
1,530
383
$61.2K ﹤0.01%
2,346
+333
384
$61K ﹤0.01%
804
385
$60.7K ﹤0.01%
129
+22
386
$60.7K ﹤0.01%
431
387
$60.6K ﹤0.01%
136
+74
388
$60.3K ﹤0.01%
260
389
$59.7K ﹤0.01%
474
390
$59.4K ﹤0.01%
500
391
$59.1K ﹤0.01%
627
-161
392
$59.1K ﹤0.01%
400
393
$59K ﹤0.01%
518
+376
394
$58.4K ﹤0.01%
367
395
$58.1K ﹤0.01%
+779
396
$56.9K ﹤0.01%
5,185
397
$56.8K ﹤0.01%
1,577
398
$56.7K ﹤0.01%
764
+150
399
$56.4K ﹤0.01%
285
400
$55.9K ﹤0.01%
+767
14 15
16
17 18