Jones Financial Companies

Jones Financial Companies Portfolio holdings

AUM $147B
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.33B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$2.08B
2 +$1.88B
3 +$749M
4
VUG icon
Vanguard Growth ETF
VUG
+$578M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$565M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.68%
2 Consumer Staples 0.62%
3 Financials 0.58%
4 Industrials 0.54%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
+1,253
652
$7K ﹤0.01%
+74
653
$7K ﹤0.01%
+1,138
654
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+20
655
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656
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+390
657
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+194
658
$7K ﹤0.01%
+482
659
$6K ﹤0.01%
+500
660
$6K ﹤0.01%
+487
661
$6K ﹤0.01%
+115
662
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663
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664
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665
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666
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667
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668
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669
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670
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+509
671
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+250
672
$6K ﹤0.01%
+173
673
$6K ﹤0.01%
+276
674
$6K ﹤0.01%
+49
675
$6K ﹤0.01%
+109