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
$482M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$1.86M
3 +$1.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$975K
5
XOM icon
Exxon Mobil
XOM
+$885K

Top Sells

1 +$1.86M
2 +$902K
3 +$536K
4
AMBA icon
Ambarella
AMBA
+$495K
5
WIN
Windstream Holdings Inc
WIN
+$480K

Sector Composition

1 Consumer Discretionary 18.91%
2 Consumer Staples 13.98%
3 Technology 12.13%
4 Financials 11.56%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$5K ﹤0.01%
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753
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755
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774
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+30
775
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+16