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
426
$41.3K ﹤0.01%
+616
427
$40.9K ﹤0.01%
+401
428
$40.4K ﹤0.01%
645
+195
429
$39.7K ﹤0.01%
+1,463
430
$38.7K ﹤0.01%
172
+36
431
$38.6K ﹤0.01%
500
432
$37.7K ﹤0.01%
384
-296
433
$37.5K ﹤0.01%
102
+3
434
$37.1K ﹤0.01%
47
-146
435
$36.9K ﹤0.01%
991
-498
436
$36.6K ﹤0.01%
238
437
$36.4K ﹤0.01%
+854
438
$36.1K ﹤0.01%
800
+93
439
$35.5K ﹤0.01%
30
440
$35.1K ﹤0.01%
434
-72
441
$35.1K ﹤0.01%
79
+22
442
$34.9K ﹤0.01%
1,350
443
$34.7K ﹤0.01%
+200
444
$34.6K ﹤0.01%
547
445
$34.1K ﹤0.01%
997
446
$33.9K ﹤0.01%
637
+240
447
$33.6K ﹤0.01%
354
+3
448
$33.4K ﹤0.01%
321
449
$32K ﹤0.01%
159
-878
450
$31.9K ﹤0.01%
193
16 17
18
19 20