Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
+2.96%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$3.33B
AUM Growth
+$2.37B
(+248%)
Cap. Flow
+$2.33B
Cap. Flow
% of AUM
69.93%
Top 10 Holdings %
Top 10 Hldgs %
9.43%
Holding
1,958
New
1,174
Increased
602
Reduced
92
Closed
57
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$24.1M |
| 2 |
Apple
AAPL
|
+$23M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$21.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$20.2M |
| 5 |
GE Aerospace
GE
|
+$19.7M |
Top Sells
Sector Composition
| 1 | Financials | 6.55% |
| 2 | Healthcare | 5.93% |
| 3 | Energy | 5.75% |
| 4 | Technology | 5.52% |
| 5 | Industrials | 5.47% |
