Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.01B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,861
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.4M
3
+$15.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.61M

Top Sells

1
+$7.62M
2
+$7.41M
3
+$6.47M
4
GE icon
GE Aerospace
GE
+$5.79M
5
ETP
Energy Transfer Partners L.p.
ETP
+$5.64M

Sector Composition

1 Financials 9%
2 Healthcare 8.86%
3 Technology 7.49%
4 Industrials 6.82%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.4M 0.1%
312,963
+3,159
227
$8.3M 0.1%
57,957
+1,726
228
$8.27M 0.1%
41,762
+1,591
229
$8.21M 0.1%
287,293
+671
230
$8.21M 0.1%
101,280
+14,470
231
$8.2M 0.1%
69,708
+6,450
232
$8.13M 0.1%
186,725
-1,421
233
$8.1M 0.1%
146,168
+60,275
234
$8M 0.1%
324,248
-25,285
235
$7.88M 0.1%
102,419
+5,602
236
$7.8M 0.1%
150,129
+65,245
237
$7.75M 0.1%
144,498
+30,071
238
$7.65M 0.1%
74,046
-360
239
$7.59M 0.09%
195,815
+7,742
240
$7.58M 0.09%
211,686
+42,021
241
$7.57M 0.09%
98,057
+9,655
242
$7.54M 0.09%
96,969
+15,183
243
$7.5M 0.09%
274,100
-6,775
244
$7.42M 0.09%
298,770
-18,630
245
$7.25M 0.09%
195,986
+51,908
246
$7.21M 0.09%
126,614
+2,625
247
$7.15M 0.09%
114,369
+3,001
248
$7.12M 0.09%
169,254
+6,648
249
$7.1M 0.09%
182,686
+45,540
250
$7.04M 0.09%
131,102
+245
8 9
10
11 12