Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
+10.54%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$30.8B
AUM Growth
+$3.99B
(+15%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
18.41%
Holding
2,807
New
256
Increased
1,077
Reduced
1,187
Closed
188
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$193M |
| 2 |
UnitedHealth
UNH
|
$174M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$95.9M |
| 4 |
Blackrock
BLK
|
$82.6M |
| 5 |
iShares US Technology ETF
IYW
|
$81.1M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$82.9M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$68.7M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$41.6M |
| 4 |
Apple
AAPL
|
$39.3M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$25.5M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Financials | 7.48% |
| 3 | Healthcare | 6.62% |
| 4 | Industrials | 6.26% |
| 5 | Consumer Discretionary | 4.99% |