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
$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
701
$0 ﹤0.01%
+1
702
$0 ﹤0.01%
+200
703
$0 ﹤0.01%
+140
704
$0 ﹤0.01%
+4
705
$0 ﹤0.01%
+8
706
$0 ﹤0.01%
+15
707
$0 ﹤0.01%
+16