JOHNSON INVESTMENT Overview

Johnson Investment Counsel Inc is an investment advisor that manages 8.7 BN dollars in regulatory AUM and has 105 employees, of which 58 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 36% of the manager's regulatory AUM.

JOHNSON INVESTMENT StockAlpha

-2.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JOHNSON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 7.16% ETF 2.5% -0% 0 9%
PG 6.79% Cons. Staples -6.91% -0.17% 0 24%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

JOHNSON INVESTMENT Founders and Key Employees

Name Title In Position Since
Dale H. Coates Owner/Director October-2001
Timothy E. Johnson Chairmain Of The Board October-2001
Scott F. Muhlhauser Owner/Director October-2001
Stephen L. Simendinger Owner October-2001
Scott J. Bischoff Chief Compliance Officer/Owner April-2005
Bret H. Parrish Owner/Director February-2012
Jason O. Jackman President, Chief Investment Officer, Owner/Director March-2012

JOHNSON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

JOHNSON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you.




9

©2012 National Compliance Services 800-800-3204
• Fundamental Analysis - involves analyzing a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.

• Quantitative Analysis - investments are selected for the portfolio using a multi-factor quantitative approach to screen for appropriate investment opportunities. These quantitative factors may simply serve as inputs to the overall process or a more disciplined quantitative approach may
be followed.

• Asset Allocation Strategy -...
Unlock Full Investment Process Description

JOHNSON INVESTMENT Portfolio Concentration

JOHNSON INVESTMENT Location

3777 WEST FORK ROAD
CINCINNATI, Ohio
UNITED STATES, 45247

JOHNSON INVESTMENT Contact Information

Phone Number: 513-661-3100
Fax Number: 513-661-3160
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A