Institutional investor · Portfolio as of Q2 2022
JOHNSON INVESTMENT COUNSEL INC manages $7B across 652 positions as of Q2 2022. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 50 exits, 311 increased. No standout high-conviction moves this quarter. Portfolio: $7.0B across 652 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
No holdings data available for 2022-Q2. This filer may not have filed for this period.
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer