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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.3M 0.08%
113,685
+14,256
252
$8.24M 0.08%
547,056
+148,261
253
$8.22M 0.08%
36,079
+3,832
254
$8.17M 0.08%
86,398
-2,826
255
$8.16M 0.08%
161,525
+57,899
256
$8.13M 0.08%
76,154
-584
257
$8.13M 0.08%
183,744
-3,590
258
$8.1M 0.08%
436,062
+40,689
259
$7.98M 0.08%
186,319
+6,989
260
$7.98M 0.08%
54,926
+1,046
261
$7.98M 0.08%
180,396
+3,868
262
$7.98M 0.08%
576,650
+27,293
263
$7.97M 0.08%
75,286
-224
264
$7.88M 0.08%
256,569
+107,387
265
$7.78M 0.08%
95,620
+50,200
266
$7.75M 0.08%
699,018
+61,680
267
$7.72M 0.08%
22,119
+1,853
268
$7.7M 0.08%
147,742
+11,034
269
$7.7M 0.08%
48,430
+19,512
270
$7.66M 0.08%
132,703
+8,363
271
$7.62M 0.08%
95,318
+11,267
272
$7.62M 0.08%
151,274
-1,844
273
$7.61M 0.08%
136,787
+22,294
274
$7.55M 0.08%
343,805
+107,375
275
$7.55M 0.08%
370,250
+11,398
9 10
11
12 13