Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.81B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,457
New
Increased
Reduced
Closed

Top Buys

1 +$5.48M
2 +$4.62M
3 +$4.56M
4
GE icon
GE Aerospace
GE
+$4.07M
5
GILD icon
Gilead Sciences
GILD
+$3.9M

Top Sells

1 +$5.44M
2 +$5.43M
3 +$3.2M
4
DD
Du Pont De Nemours E I
DD
+$3.14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.89M

Sector Composition

1 Healthcare 6.47%
2 Financials 6.32%
3 Energy 6.11%
4 Technology 5.86%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.8M 0.06%
105,129
+7,216
252
$2.79M 0.06%
44,899
+27,520
253
$2.76M 0.06%
196,274
-1,196
254
$2.75M 0.06%
60,125
+9,137
255
$2.72M 0.06%
37,799
+887
256
$2.71M 0.06%
30,866
+2,659
257
$2.69M 0.06%
60,731
-3,800
258
$2.69M 0.06%
23,273
-495
259
$2.67M 0.06%
228,605
+47,362
260
$2.65M 0.06%
89,694
+2,406
261
$2.64M 0.06%
41,055
-469
262
$2.64M 0.06%
315,223
-10,997
263
$2.64M 0.05%
11,643
+107
264
$2.63M 0.05%
25,902
+782
265
$2.63M 0.05%
123,059
+4,151
266
$2.62M 0.05%
107,708
+6,568
267
$2.62M 0.05%
126,076
+24,911
268
$2.62M 0.05%
75,813
-7,365
269
$2.61M 0.05%
120,771
+6,921
270
$2.59M 0.05%
14,110
+189
271
$2.59M 0.05%
68,328
+44
272
$2.57M 0.05%
40,994
+9,571
273
$2.57M 0.05%
49,172
-1,093
274
$2.57M 0.05%
177,452
+2,598
275
$2.55M 0.05%
59,727
+1,342