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
251
$7.03M 0.09%
90,621
+9,568
252
$6.92M 0.09%
104,984
+4,074
253
$6.89M 0.09%
64,212
-2,432
254
$6.88M 0.09%
127,402
+57,994
255
$6.88M 0.09%
156,518
+33,036
256
$6.82M 0.09%
77,097
+1,516
257
$6.67M 0.08%
115,499
+12,689
258
$6.63M 0.08%
50,137
+6,994
259
$6.58M 0.08%
503,831
+360,928
260
$6.53M 0.08%
109,095
+8,282
261
$6.41M 0.08%
177,812
+8,055
262
$6.38M 0.08%
350,748
+27,891
263
$6.34M 0.08%
101,649
+1,688
264
$6.32M 0.08%
210,578
+8,838
265
$6.28M 0.08%
53,664
+1,701
266
$6.26M 0.08%
203,712
+17,632
267
$6.25M 0.08%
93,524
+4,969
268
$6.24M 0.08%
235,864
+54,262
269
$6.18M 0.08%
55,975
-2,402
270
$6.11M 0.08%
546,301
-55,421
271
$6.01M 0.08%
109,368
-16,082
272
$5.99M 0.07%
47,883
+38,243
273
$5.98M 0.07%
73,049
+6,439
274
$5.97M 0.07%
98,682
+10,862
275
$5.97M 0.07%
186,851
-3,568
9 10
11
12 13