Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
-0.54%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$23.4B
AUM Growth
+$706M
(+3.1%)
Cap. Flow
+$938M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
18.42%
Holding
2,410
New
170
Increased
1,278
Reduced
752
Closed
127
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$119M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$73.8M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$71.9M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$62.6M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$41.9M |
Top Sells
Sector Composition
| 1 | Technology | 8.58% |
| 2 | Healthcare | 7.02% |
| 3 | Financials | 6.95% |
| 4 | Industrials | 5.36% |
| 5 | Communication Services | 4.69% |
