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
1576
$17.6K ﹤0.01%
+237
1577
$17.6K ﹤0.01%
+926
1578
$17.5K ﹤0.01%
4,640
+4,495
1579
$17.5K ﹤0.01%
+2,600
1580
$17.4K ﹤0.01%
+558
1581
$17.4K ﹤0.01%
+406
1582
$17.3K ﹤0.01%
598
+55
1583
$17.3K ﹤0.01%
969
+450
1584
$17.2K ﹤0.01%
510
+447
1585
$17.2K ﹤0.01%
777
-7,297
1586
$17.2K ﹤0.01%
+570
1587
$17.1K ﹤0.01%
+325
1588
$17.1K ﹤0.01%
+429
1589
$17K ﹤0.01%
+236
1590
$17K ﹤0.01%
+450
1591
$17K ﹤0.01%
32
+7
1592
$16.9K ﹤0.01%
+164
1593
$16.9K ﹤0.01%
406
+245
1594
$16.9K ﹤0.01%
335
+132
1595
$16.9K ﹤0.01%
+970
1596
$16.8K ﹤0.01%
680
1597
$16.8K ﹤0.01%
+200
1598
$16.7K ﹤0.01%
+871
1599
$16.7K ﹤0.01%
+300
1600
$16.6K ﹤0.01%
+1,386