Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
-5.35%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$23.3B
AUM Growth
+$1.2B
(+5.4%)
Cap. Flow
+$2.73B
Cap. Flow
% of AUM
11.72%
Top 10 Holdings %
Top 10 Hldgs %
18.22%
Holding
2,653
New
344
Increased
1,120
Reduced
906
Closed
163
Top Buys
| 1 |
Apple
AAPL
|
+$682M |
| 2 |
Amazon
AMZN
|
+$260M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$231M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$162M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$131M |
Top Sells
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Healthcare | 7.82% |
| 3 | Financials | 7.29% |
| 4 | Industrials | 5.94% |
| 5 | Consumer Discretionary | 4.65% |
