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
626
$5K ﹤0.01%
+235
627
$5K ﹤0.01%
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628
$5K ﹤0.01%
+52
629
$5K ﹤0.01%
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630
– –
0
631
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632
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633
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+121
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635
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636
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637
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638
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645
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646
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+125
647
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+163
648
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+64
649
$4K ﹤0.01%
+289
650
$4K ﹤0.01%
+180
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