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
601
$3.52K ﹤0.01%
100
-12
602
$3.43K ﹤0.01%
+113
603
$3.33K ﹤0.01%
67
604
$3.31K ﹤0.01%
+103
605
$3.26K ﹤0.01%
167
-884
606
$2.82K ﹤0.01%
+46
607
$2.68K ﹤0.01%
+56
608
$2.62K ﹤0.01%
+78
609
$2.56K ﹤0.01%
71
610
$2.48K ﹤0.01%
+54
611
$2.44K ﹤0.01%
150
612
$2.33K ﹤0.01%
+28
613
$2.21K ﹤0.01%
+34
614
$2.21K ﹤0.01%
170
615
$2.18K ﹤0.01%
+35
616
$2.13K ﹤0.01%
+160
617
$2.12K ﹤0.01%
+80
618
$2.04K ﹤0.01%
+78
619
$2.02K ﹤0.01%
161
-297
620
$1.91K ﹤0.01%
202
621
$1.84K ﹤0.01%
+18
622
$1.77K ﹤0.01%
68
623
$1.76K ﹤0.01%
74
624
$1.57K ﹤0.01%
+13
625
$1.48K ﹤0.01%
+13
23 24
25
26 27