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
1551
$19K ﹤0.01%
122
+59
1552
$19K ﹤0.01%
+160
1553
$19K ﹤0.01%
+1,950
1554
$19K ﹤0.01%
107
+41
1555
$18.9K ﹤0.01%
+304
1556
$18.9K ﹤0.01%
+405
1557
$18.8K ﹤0.01%
201
+166
1558
$18.8K ﹤0.01%
+194
1559
$18.8K ﹤0.01%
+350
1560
$18.8K ﹤0.01%
+500
1561
$18.5K ﹤0.01%
550
+222
1562
$18.5K ﹤0.01%
+220
1563
$18.5K ﹤0.01%
343
+193
1564
$18.4K ﹤0.01%
500
1565
$18.4K ﹤0.01%
680
1566
$18.3K ﹤0.01%
187
+145
1567
$18.2K ﹤0.01%
566
+434
1568
$18.1K ﹤0.01%
+500
1569
$18K ﹤0.01%
+188
1570
$17.9K ﹤0.01%
233
+72
1571
$17.9K ﹤0.01%
+704
1572
$17.9K ﹤0.01%
+197
1573
$17.8K ﹤0.01%
+15
1574
$17.7K ﹤0.01%
+244
1575
$17.6K ﹤0.01%
+1,270