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
$86.5B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,464
New
Increased
Reduced
Closed

Top Buys

1 +$4.16B
2 +$3.61B
3 +$2.09B
4
VUG icon
Vanguard Growth ETF
VUG
+$1.67B
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.35B

Sector Composition

1 Technology 0.93%
2 Financials 0.37%
3 Healthcare 0.36%
4 Consumer Discretionary 0.36%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$24.8K ﹤0.01%
+419
1477
$24.8K ﹤0.01%
1,140
+500
1478
$24.7K ﹤0.01%
+200
1479
$24.7K ﹤0.01%
1,498
1480
$24.7K ﹤0.01%
+479
1481
$24.6K ﹤0.01%
+837
1482
$24.6K ﹤0.01%
+2,730
1483
$24.5K ﹤0.01%
+475
1484
$24.5K ﹤0.01%
480
1485
$24.4K ﹤0.01%
+2,151
1486
$24.4K ﹤0.01%
64
+11
1487
$24.1K ﹤0.01%
+315
1488
$24K ﹤0.01%
400
+124
1489
$24K ﹤0.01%
+3,743
1490
$23.9K ﹤0.01%
20
-2
1491
$23.9K ﹤0.01%
+206
1492
$23.8K ﹤0.01%
+120
1493
$23.7K ﹤0.01%
+900
1494
$23.7K ﹤0.01%
+408
1495
$23.7K ﹤0.01%
+566
1496
$23.6K ﹤0.01%
319
+214
1497
$23.6K ﹤0.01%
+604
1498
$23.6K ﹤0.01%
+356
1499
$23.6K ﹤0.01%
+1,673
1500
$23.4K ﹤0.01%
+277