Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
+0.77%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$957M
AUM Growth
–
Cap. Flow
+$957M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
12.96%
Holding
784
New
783
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$15.4M |
| 2 |
Apple
AAPL
|
$12.7M |
| 3 |
GE Aerospace
GE
|
$12.5M |
| 4 |
IBM
IBM
|
$11.4M |
| 5 |
AT&T
T
|
$10.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 9.49% |
| 2 | Healthcare | 8.42% |
| 3 | Financials | 7.2% |
| 4 | Industrials | 7.09% |
| 5 | Technology | 6.96% |
