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
1651
$14K ﹤0.01%
+134
1652
$13.9K ﹤0.01%
+126
1653
$13.9K ﹤0.01%
+198
1654
$13.9K ﹤0.01%
+252
1655
$13.9K ﹤0.01%
+503
1656
$13.8K ﹤0.01%
151
+1
1657
$13.8K ﹤0.01%
600
1658
$13.7K ﹤0.01%
+547
1659
$13.6K ﹤0.01%
+237
1660
$13.6K ﹤0.01%
+450
1661
$13.5K ﹤0.01%
578
+536
1662
$13.4K ﹤0.01%
+142
1663
$13.4K ﹤0.01%
95
+20
1664
$13.4K ﹤0.01%
+62
1665
$13.4K ﹤0.01%
99
+57
1666
$13.3K ﹤0.01%
+180
1667
$13.3K ﹤0.01%
3,779
+1,892
1668
$13.3K ﹤0.01%
+143
1669
$13.3K ﹤0.01%
537
+516
1670
$13.2K ﹤0.01%
3,895
+1,604
1671
$13.1K ﹤0.01%
+320
1672
$13.1K ﹤0.01%
+353
1673
$13.1K ﹤0.01%
+525
1674
$13.1K ﹤0.01%
+241
1675
$13.1K ﹤0.01%
149
+68