Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
+6.51%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$20.6B
AUM Growth
-$121M
(-0.58%)
Cap. Flow
-$1.1B
Cap. Flow
% of AUM
-5.34%
Top 10 Holdings %
Top 10 Hldgs %
16.9%
Holding
2,445
New
228
Increased
1,095
Reduced
778
Closed
287
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$599M |
| 2 |
Amazon
AMZN
|
$310M |
| 3 |
Invesco QQQ Trust
QQQ
|
$257M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$88.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$86.1M |
Sector Composition
| 1 | Technology | 8.15% |
| 2 | Healthcare | 6.89% |
| 3 | Financials | 6.75% |
| 4 | Industrials | 5.7% |
| 5 | Communication Services | 4.84% |
