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
$346M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.05M
3
+$993K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$991K
5
LNT icon
Alliant Energy
LNT
+$881K

Top Sells

1
+$1.47M
2
+$860K
3
+$666K
4
USB icon
US Bancorp
USB
+$601K
5
CAH icon
Cardinal Health
CAH
+$587K

Sector Composition

1 Consumer Discretionary 25.17%
2 Technology 12.03%
3 Financials 11.01%
4 Consumer Staples 9.71%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
300
-550
552
$14K ﹤0.01%
180
-1,200
553
$14K ﹤0.01%
1,192
554
$14K ﹤0.01%
1,500
555
$14K ﹤0.01%
1,000
556
$14K ﹤0.01%
500
557
$14K ﹤0.01%
+310
558
$13K ﹤0.01%
300
559
$13K ﹤0.01%
500
560
$13K ﹤0.01%
405
561
$13K ﹤0.01%
+209
562
$13K ﹤0.01%
+12
563
$12K ﹤0.01%
494
-6,553
564
$12K ﹤0.01%
+700
565
$11K ﹤0.01%
+468
566
$11K ﹤0.01%
+675
567
$11K ﹤0.01%
106
568
$11K ﹤0.01%
471
569
$11K ﹤0.01%
+137
570
$11K ﹤0.01%
+277
571
$11K ﹤0.01%
102
572
$11K ﹤0.01%
153
573
$11K ﹤0.01%
500
574
$11K ﹤0.01%
3,346
575
$10K ﹤0.01%
247
21 22
23
24 25