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
1726
$11.3K ﹤0.01%
+75
1727
$11.2K ﹤0.01%
577
+542
1728
$11.1K ﹤0.01%
+1,270
1729
$11.1K ﹤0.01%
2,079
+1,364
1730
$11.1K ﹤0.01%
71
1731
$11.1K ﹤0.01%
+94
1732
$11K ﹤0.01%
+230
1733
$11K ﹤0.01%
+532
1734
$10.9K ﹤0.01%
+798
1735
$10.9K ﹤0.01%
+756
1736
$10.8K ﹤0.01%
945
-802
1737
$10.8K ﹤0.01%
+208
1738
$10.8K ﹤0.01%
+302
1739
$10.7K ﹤0.01%
+1,292
1740
$10.7K ﹤0.01%
+189
1741
$10.7K ﹤0.01%
+191
1742
$10.7K ﹤0.01%
79
-55
1743
$10.6K ﹤0.01%
+837
1744
$10.6K ﹤0.01%
164
1745
$10.6K ﹤0.01%
+25
1746
$10.6K ﹤0.01%
342
+272
1747
$10.5K ﹤0.01%
+120
1748
$10.5K ﹤0.01%
+3,915
1749
$10.4K ﹤0.01%
+152
1750
$10.4K ﹤0.01%
+1,900