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
$2.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$14.3M
3 +$10.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.47M

Top Sells

1 +$31.6M
2 +$19.9M
3 +$7.73M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.1M
5
MBB icon
iShares MBS ETF
MBB
+$3.79M

Sector Composition

1 Technology 8.79%
2 Consumer Discretionary 5.02%
3 Financials 4.4%
4 Healthcare 3.38%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$20.3K ﹤0.01%
392
602
$20K ﹤0.01%
123
603
$19.7K ﹤0.01%
132
+112
604
$19.4K ﹤0.01%
273
+63
605
$18.9K ﹤0.01%
950
606
$18.9K ﹤0.01%
+145
607
$18.8K ﹤0.01%
47
608
$18.7K ﹤0.01%
176
609
$17.6K ﹤0.01%
165
610
$17.6K ﹤0.01%
164
611
$17.6K ﹤0.01%
45
+39
612
$17.5K ﹤0.01%
107
613
$17.4K ﹤0.01%
45
+8
614
$17.3K ﹤0.01%
+121
615
$17.1K ﹤0.01%
270
616
$17K ﹤0.01%
170
617
$16.9K ﹤0.01%
100
-400
618
$16.7K ﹤0.01%
+39
619
$16.2K ﹤0.01%
151
620
$16.2K ﹤0.01%
191
+10
621
$16K ﹤0.01%
235
-114
622
$15.8K ﹤0.01%
415
623
$15.7K ﹤0.01%
437
624
$15.6K ﹤0.01%
219
+70
625
$15.6K ﹤0.01%
+550