JFGLC

Johnson Financial Group LLC (Colorado) Portfolio holdings

AUM $1.06B
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.49%
2 Technology 0.18%
3 Industrials 0.17%
4 Materials 0.1%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-523