JFGIW

Johnson Financial Group Inc (Wisconsin) Portfolio holdings

AUM $2.67B
1-Year Est. Return 16.4%
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$64.6M
2 +$35.7M
3 +$8.04M
4
IBM icon
IBM
IBM
+$6.06M
5
AAPL icon
Apple
AAPL
+$5.22M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.13%
2 Communication Services 13.99%
3 Technology 10.82%
4 Consumer Staples 10.27%
5 Financials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
+550
577
$9K ﹤0.01%
+1,185
578
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+50
579
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+440
580
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581
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583
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+500
584
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+3,346
585
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+300
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599
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$7K ﹤0.01%
+585