JFGIW

Johnson Financial Group Inc (Wisconsin) Portfolio holdings

AUM $2.67B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
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
+$125M
2
+$1.87M
3
+$1.21M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.12M
5
UNH icon
UnitedHealth
UNH
+$1.11M

Top Sells

1
+$86.4M
2
+$17.4M
3
+$9.98M
4
KMB icon
Kimberly-Clark
KMB
+$7.79M
5
AAPL icon
Apple
AAPL
+$4.77M

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
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