Jensen Quality Growth ETF JGRW

Morningstar Medalist Rating

Morningstar’s Analysis JGRW

Will JGRW outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Restructured.

Senior Principal Dan Culloton

Dan Culloton

Senior Principal

Summary

Restructuring at Jensen Quality Growth’s parent firm threatens the team implementing its solid approach, dropping its People Pillar rating to Average from Above Average.

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Portfolio Holdings JGRW

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.555M
Consumer Cyclical

Microsoft Corp

7.315M
Technology

Alphabet Inc Class A

6.114M
Communication Services

Mastercard Inc Class A

5.754M
Financial Services

Apple Inc

5.544M
Technology

Marsh

4.943M
Financial Services

Waste Management Inc

4.913M
Industrials

Eli Lilly and Co

4.653M
Healthcare

Broadcom Inc

4.623M
Technology

Motorola Solutions Inc

4.293M
Technology

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