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
$466M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$6.92M
3 +$2.69M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CA
CA, Inc.
CA
+$1.35M

Top Sells

1 +$1.56M
2 +$1.38M
3 +$1.25M
4
TGT icon
Target
TGT
+$1.22M
5
LLY icon
Eli Lilly
LLY
+$1.2M

Sector Composition

1 Consumer Discretionary 24.71%
2 Technology 12.56%
3 Financials 11.01%
4 Industrials 8.34%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6K ﹤0.01%
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$5K ﹤0.01%
169
+41
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+100
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109
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731
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531
732
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733
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168
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734
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800
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739
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740
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741
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102
742
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743
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744
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745
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25
746
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24
747
$4K ﹤0.01%
+833
748
$4K ﹤0.01%
2
749
$4K ﹤0.01%
39
750
$4K ﹤0.01%
+300