JI

JOHNSON INVESTMENT COUNSEL INC

13F
JOHNSON INVESTMENT COUNSEL INC
Last update 2024-02-07 712 Stocks (67 new)
Value $8.51 Bil Turnover 3 %
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JOHNSON INVESTMENT COUNSEL INC Profile

Johnson Investment Counsel Inc. is an investment management firm based out of Cincinnati, Ohio. The company was originally established in 1965 by founder Timothy E. Johnson, who is still with the company today acting as its Chairman. Johnson Investment Counsel has grown from its inception to now have additional locations in Dayton and Columbus. The company now operates with 105 employees of which 58 are investment professionals. The firm conducts its research internally in order to make its investment decisions, utilizing a fundamental and quantitative methodology and a bottom up investment approach. Johnson Investment Counsel invests in the public equity and fixed income markets on a global scale, allocating its assets across the value and growth stocks of small to large cap companies and benchmarking its portfolios against the S&P 500 and Russell 3000 indices. The company has over $8.6 billion in total assets under management spread across over 8,300 accounts, all of which are discretionary accounts. Although its total number of accounts has been somewhat volatile in recent years, having once been as high as 9,300, its total assets under management has been increasing, growing significantly from under $4 billion in 2010 to well over twice that amount today. Johnson Investment Counsel invests most heavily in the finance sector, which alone makes up over a third of its total asset allocations, and also invests in the consumer staples, information technology, energy, industrials, consumer discretionary, and health care sectors, among other sectors to a lesser degree, in order of decreasing allocation. In the most recent quarter the company had a turnover rate of approximately 14%. The firm mainly caters to individuals, which alone makes up almost two thirds of its entire client base, and also caters to high net worth individuals, banks and thrifts, investment companies, charities, corporations, and others.
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