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
$431M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.2M
3
+$1.97M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.89M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.69M

Top Sells

1
+$2.89M
2
+$2.08M
3
+$1.3M
4
IBM icon
IBM
IBM
+$1.16M
5
SWK icon
Stanley Black & Decker
SWK
+$1.08M

Sector Composition

1 Consumer Discretionary 24.51%
2 Technology 12.46%
3 Financials 11.6%
4 Consumer Staples 8.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
50
727
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102
728
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40
729
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33
730
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24
731
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100
732
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72
733
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+65
734
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200
735
$3K ﹤0.01%
53
736
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91
737
$3K ﹤0.01%
+100
738
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+75
739
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75
-75
740
$3K ﹤0.01%
27
741
$3K ﹤0.01%
31
742
$2K ﹤0.01%
83
743
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37
+15
744
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24
745
$2K ﹤0.01%
100
746
$2K ﹤0.01%
117
747
$2K ﹤0.01%
22
748
$2K ﹤0.01%
167
749
$2K ﹤0.01%
27
750
$2K ﹤0.01%
31
28 29
30
31 32