Jones Financial Companies

Jones Financial Companies Portfolio holdings

AUM $132B
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
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
776
$1K ﹤0.01%
+45
777
$1K ﹤0.01%
+38
778
$1K ﹤0.01%
+52
779
$1K ﹤0.01%
+16
780
$1K ﹤0.01%
+14
781
$1K ﹤0.01%
+46
782
$1K ﹤0.01%
+104