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
476
$24K ﹤0.01%
297
477
$23.6K ﹤0.01%
412
+40
478
$23K ﹤0.01%
1,155
479
$22.8K ﹤0.01%
910
480
$22.4K ﹤0.01%
374
+136
481
$22.2K ﹤0.01%
266
-17
482
$22K ﹤0.01%
113
483
$21.9K ﹤0.01%
1,216
484
$21.7K ﹤0.01%
309
-100
485
$21.6K ﹤0.01%
97
+45
486
$21.6K ﹤0.01%
1,254
487
$21.6K ﹤0.01%
250
488
$21.5K ﹤0.01%
1,320
489
$21.2K ﹤0.01%
+648
490
$20.9K ﹤0.01%
241
+81
491
$20.9K ﹤0.01%
187
+100
492
$20.8K ﹤0.01%
300
493
$20.6K ﹤0.01%
+1,074
494
$20.2K ﹤0.01%
54
495
$20K ﹤0.01%
209
-1,976
496
$19.9K ﹤0.01%
338
497
$19.5K ﹤0.01%
55
+28
498
$19.1K ﹤0.01%
93
-58
499
$18.3K ﹤0.01%
426
-1,594
500
$18.2K ﹤0.01%
88
+39
18 19
20
21 22