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
1526
$20.9K ﹤0.01%
166
-132
1527
$20.9K ﹤0.01%
680
+543
1528
$20.9K ﹤0.01%
+144
1529
$20.7K ﹤0.01%
+156
1530
$20.6K ﹤0.01%
149
+51
1531
$20.6K ﹤0.01%
+35
1532
$20.3K ﹤0.01%
1,779
+1,448
1533
$20.2K ﹤0.01%
+195
1534
$20.1K ﹤0.01%
+228
1535
$20K ﹤0.01%
1,257
+236
1536
$19.9K ﹤0.01%
+381
1537
$19.8K ﹤0.01%
+423
1538
$19.8K ﹤0.01%
+3,116
1539
$19.7K ﹤0.01%
146
+42
1540
$19.7K ﹤0.01%
3,120
+120
1541
$19.6K ﹤0.01%
+400
1542
$19.5K ﹤0.01%
+794
1543
$19.5K ﹤0.01%
164
1544
$19.4K ﹤0.01%
+794
1545
$19.3K ﹤0.01%
532
+171
1546
$19.2K ﹤0.01%
+1,612
1547
$19.1K ﹤0.01%
+1,240
1548
$19.1K ﹤0.01%
+319
1549
$19K ﹤0.01%
+471
1550
$19K ﹤0.01%
1,750