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
501
$18K ﹤0.01%
+750
502
$18K ﹤0.01%
130
-1,153
503
$18K ﹤0.01%
80
504
$17.8K ﹤0.01%
60
-646
505
$17.5K ﹤0.01%
478
+251
506
$17.2K ﹤0.01%
124
-366
507
$16.9K ﹤0.01%
89
508
$16.7K ﹤0.01%
128
509
$16.5K ﹤0.01%
453
510
$16.5K ﹤0.01%
113
511
$16.3K ﹤0.01%
509
+261
512
$16.1K ﹤0.01%
950
-325
513
$15.8K ﹤0.01%
+440
514
$15.6K ﹤0.01%
+40
515
$15.5K ﹤0.01%
164
516
$14.9K ﹤0.01%
165
517
$14.8K ﹤0.01%
1,796
+1,000
518
$14.6K ﹤0.01%
59
-448
519
$14.6K ﹤0.01%
18
+9
520
$14.5K ﹤0.01%
98
521
$14.5K ﹤0.01%
158
522
$14.2K ﹤0.01%
168
+59
523
$14.2K ﹤0.01%
+150
524
$13.9K ﹤0.01%
1,000
525
$13.6K ﹤0.01%
153
-100
19 20
21
22 23