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
$379M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.12M
3 +$963K
4
TWX
Time Warner Inc
TWX
+$792K
5
DE icon
Deere & Co
DE
+$579K

Top Sells

1 +$1.25M
2 +$584K
3 +$429K
4
JNJ icon
Johnson & Johnson
JNJ
+$378K
5
DD
Du Pont De Nemours E I
DD
+$310K

Sector Composition

1 Consumer Discretionary 23.28%
2 Technology 12.39%
3 Financials 11.26%
4 Industrials 9.46%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
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729
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730
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731
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0
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741
$0 ﹤0.01%
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$0 ﹤0.01%
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745
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746
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748
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$0 ﹤0.01%
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750
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