We are live on ! Find out more
JFGIW

Johnson Financial Group Inc (Wisconsin) Portfolio holdings

AUM $2.76B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$746K
3
+$725K
4
JPM icon
JPMorgan Chase
JPM
+$603K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$574K

Top Sells

1
+$35.4M
2
+$1.6M
3
+$1.28M
4
DE icon
Deere & Co
DE
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$1.06M

Sector Composition

1 Consumer Discretionary 25.88%
2 Technology 11.85%
3 Consumer Staples 10.78%
4 Financials 10.75%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
105
627
$4K ﹤0.01%
42
628
$4K ﹤0.01%
+600
629
$4K ﹤0.01%
153
630
$4K ﹤0.01%
+37
631
$4K ﹤0.01%
100
632
$4K ﹤0.01%
120
633
$4K ﹤0.01%
125
634
$4K ﹤0.01%
66
635
$4K ﹤0.01%
+222
636
$4K ﹤0.01%
1,107
-500
637
$4K ﹤0.01%
118
-100
638
$4K ﹤0.01%
88
-167
639
$3K ﹤0.01%
796
640
$3K ﹤0.01%
25
641
$3K ﹤0.01%
+398
642
$3K ﹤0.01%
69
-1
643
$3K ﹤0.01%
88
644
$3K ﹤0.01%
100
645
$3K ﹤0.01%
20
-30
646
$3K ﹤0.01%
95
647
$3K ﹤0.01%
44
-5
648
$3K ﹤0.01%
100
649
$3K ﹤0.01%
36
650
$3K ﹤0.01%
40
24 25
26
27 28