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
451
$31.7K ﹤0.01%
+434
452
$31.4K ﹤0.01%
547
+49
453
$31.2K ﹤0.01%
1,000
454
$31K ﹤0.01%
1,015
455
$30.9K ﹤0.01%
539
-11,267
456
$30.2K ﹤0.01%
700
457
$29.6K ﹤0.01%
131
458
$29.5K ﹤0.01%
262
+30
459
$29.2K ﹤0.01%
540
-58
460
$28.6K ﹤0.01%
3,922
461
$28.3K ﹤0.01%
750
+185
462
$27.3K ﹤0.01%
680
463
$26.9K ﹤0.01%
194
+22
464
$26.5K ﹤0.01%
373
+111
465
$26.2K ﹤0.01%
400
466
$26.2K ﹤0.01%
747
467
$25.8K ﹤0.01%
2,051
-900
468
$25.4K ﹤0.01%
+262
469
$25.4K ﹤0.01%
844
-156
470
$25K ﹤0.01%
57
471
$24.7K ﹤0.01%
75
472
$24.5K ﹤0.01%
200
473
$24.5K ﹤0.01%
278
474
$24.5K ﹤0.01%
351
475
$24.4K ﹤0.01%
430
17 18
19
20 21