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
526
$13.5K ﹤0.01%
+232
527
$13.2K ﹤0.01%
+522
528
$12.8K ﹤0.01%
+37
529
$12.5K ﹤0.01%
+5
530
$11.8K ﹤0.01%
437
531
$11.7K ﹤0.01%
+77
532
$11.4K ﹤0.01%
107
533
$11.3K ﹤0.01%
654
+404
534
$10.9K ﹤0.01%
52
+24
535
$10.8K ﹤0.01%
27
536
$10.5K ﹤0.01%
140
-148
537
$10.1K ﹤0.01%
+172
538
$9.99K ﹤0.01%
40
-550
539
$9.89K ﹤0.01%
+127
540
$9.86K ﹤0.01%
92
541
$9.64K ﹤0.01%
+60
542
$9.4K ﹤0.01%
188
543
$9.38K ﹤0.01%
51
544
$9.28K ﹤0.01%
+75
545
$9.19K ﹤0.01%
440
546
$9.11K ﹤0.01%
+416
547
$9.11K ﹤0.01%
+282
548
$9.03K ﹤0.01%
+195
549
$8.95K ﹤0.01%
69
-124
550
$8.93K ﹤0.01%
+165
20 21
22
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