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
2276
$1.07K ﹤0.01%
+200
2277
$1.03K ﹤0.01%
+74
2278
$1.03K ﹤0.01%
+29
2279
$1.01K ﹤0.01%
+22
2280
$1K ﹤0.01%
+8
2281
$1K ﹤0.01%
+273
2282
$1K ﹤0.01%
+2
2283
$982 ﹤0.01%
+13
2284
$982 ﹤0.01%
+73
2285
$975 ﹤0.01%
+9
2286
$965 ﹤0.01%
+14
2287
$957 ﹤0.01%
+9
2288
$930 ﹤0.01%
+76
2289
$902 ﹤0.01%
+150
2290
$888 ﹤0.01%
+125
2291
$878 ﹤0.01%
+30
2292
$876 ﹤0.01%
+300
2293
$872 ﹤0.01%
+25
2294
$851 ﹤0.01%
+31
2295
$849 ﹤0.01%
+36
2296
$844 ﹤0.01%
+200
2297
$839 ﹤0.01%
+6
2298
$830 ﹤0.01%
+43
2299
$810 ﹤0.01%
+500
2300
$795 ﹤0.01%
+300
90 91
92
93 94