JGRW – Jensen Quality Growth ETF – ETF Stock Quote | Morningstar

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Will JGRW outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JGRW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the JGRW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of JGRW’s parent organization’s priorities and whether they’re in line with investors’ interests.

Say hello to its new, more tax-efficient self.

Director Dan Culloton

Dan Culloton

Director

Summary

A pending retirement and new vehicle do not diminish Jensen Quality Growth’s advantages.

by Dan Culloton

Rated on Sep 26, 2024 Published on Sep 26, 2024

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Current Portfolio Date Sep 25, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 55.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
DEPOSITS WITH BROKER FOR SHORT POSITIONS	14.92	3.2 Mil	Cash and Equivalents
Microsoft Corp	7.53	1.6 Mil	Technology
Apple Inc	7.18	1.5 Mil	Technology
Accenture PLC Class A	6.69	1.4 Mil	Technology
Marsh & McLennan Companies Inc	5.97	1.3 Mil	Financial Services
Stryker Corp	5.63	1.2 Mil	Healthcare
Intuit Inc	5.56	1.2 Mil	Technology
Alphabet Inc Class A	5.25	1.1 Mil	Communication Services
Mastercard Inc Class A	4.10	872,200	Financial Services
Automatic Data Processing Inc	3.98	847,220	Technology

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