JFGIW

Johnson Financial Group Inc (Wisconsin) Portfolio holdings

AUM $2.67B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$972M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$11.2M
2 +$7.2M
3 +$3.21M
4
AET
Aetna Inc
AET
+$3.03M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Sector Composition

1 Consumer Discretionary 12.21%
2 Technology 6.65%
3 Consumer Staples 4.75%
4 Healthcare 4.75%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
0