Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
+2.81%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$4.9B
AUM Growth
+$1.09B
(+28%)
Cap. Flow
+$1.04B
Cap. Flow
% of AUM
21.19%
Top 10 Holdings %
Top 10 Hldgs %
23.42%
Holding
1,369
New
107
Increased
509
Reduced
9
Closed
742
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$132M |
| 2 |
Microsoft
MSFT
|
+$122M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$94.5M |
| 4 |
GE Aerospace
GE
|
+$86.9M |
| 5 |
Johnson & Johnson
JNJ
|
+$80.8M |
Top Sells
| 1 |
Apple
AAPL
|
+$81.3M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$68.7M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$68.2M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$51.1M |
| 5 |
Exxon Mobil
XOM
|
+$48.5M |
Sector Composition
| 1 | Healthcare | 11.98% |
| 2 | Consumer Staples | 11.52% |
| 3 | Industrials | 10.23% |
| 4 | Technology | 7.99% |
| 5 | Consumer Discretionary | 5.26% |