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

Top Sells

1
+$2.13B
2
+$1B
3
+$745M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$438M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$414M

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
2151
$2.07K ﹤0.01%
+36
2152
$2.06K ﹤0.01%
+25
2153
$2.06K ﹤0.01%
+31
2154
$2.03K ﹤0.01%
175
2155
$2.03K ﹤0.01%
+97
2156
$2.02K ﹤0.01%
+100
2157
$2.02K ﹤0.01%
+42
2158
$1.99K ﹤0.01%
+59
2159
$1.98K ﹤0.01%
+75
2160
$1.98K ﹤0.01%
+13
2161
$1.97K ﹤0.01%
+176
2162
$1.96K ﹤0.01%
19
+3
2163
$1.96K ﹤0.01%
123
+34
2164
$1.95K ﹤0.01%
+30
2165
$1.9K ﹤0.01%
+47
2166
$1.9K ﹤0.01%
14
-965
2167
$1.89K ﹤0.01%
+50
2168
$1.88K ﹤0.01%
+10
2169
$1.88K ﹤0.01%
+114
2170
$1.88K ﹤0.01%
+25
2171
$1.88K ﹤0.01%
+51
2172
$1.87K ﹤0.01%
+31
2173
$1.85K ﹤0.01%
+260
2174
$1.84K ﹤0.01%
30
-91
2175
$1.83K ﹤0.01%
+39
85 86
87
88 89