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
551
$8.77K ﹤0.01%
489
+82
552
$8.68K ﹤0.01%
+86
553
$8.46K ﹤0.01%
70
554
$8.2K ﹤0.01%
+83
555
$8.14K ﹤0.01%
305
556
$7.82K ﹤0.01%
50
557
$7.72K ﹤0.01%
95
558
$7.67K ﹤0.01%
+157
559
$7.19K ﹤0.01%
155
560
$6.94K ﹤0.01%
+115
561
$6.86K ﹤0.01%
251
-13,126
562
$6.85K ﹤0.01%
+149
563
$6.65K ﹤0.01%
165
564
$6.58K ﹤0.01%
+46
565
$6.35K ﹤0.01%
+1
566
$6.25K ﹤0.01%
500
567
$6.19K ﹤0.01%
+97
568
$6.1K ﹤0.01%
78
569
$6.08K ﹤0.01%
347
570
$6.06K ﹤0.01%
+340
571
$5.97K ﹤0.01%
575
572
$5.76K ﹤0.01%
80
573
$5.65K ﹤0.01%
100
-150
574
$5.64K ﹤0.01%
153
575
$5.64K ﹤0.01%
+100