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
276
$5.96M 0.07%
422,596
+5,761
277
$5.94M 0.07%
538,827
+47,150
278
$5.93M 0.07%
200,461
+12,968
279
$5.9M 0.07%
90,835
-43,058
280
$5.88M 0.07%
82,431
+5,863
281
$5.87M 0.07%
54,324
+27,285
282
$5.84M 0.07%
47,543
-23,918
283
$5.84M 0.07%
123,049
+12,416
284
$5.79M 0.07%
101,511
-893
285
$5.77M 0.07%
92,281
+1,653
286
$5.75M 0.07%
53,782
+43,566
287
$5.75M 0.07%
107,459
+4,748
288
$5.74M 0.07%
46,077
+2,220
289
$5.7M 0.07%
93,042
-23,591
290
$5.66M 0.07%
76,214
+4,093
291
$5.61M 0.07%
123,643
+13,909
292
$5.59M 0.07%
45,204
-8,474
293
$5.58M 0.07%
96,411
+29,288
294
$5.57M 0.07%
223,182
-7,978
295
$5.54M 0.07%
194,860
+29,749
296
$5.52M 0.07%
43,560
+4,190
297
$5.5M 0.07%
368,180
-28,400
298
$5.48M 0.07%
81,267
+23,938
299
$5.48M 0.07%
114,388
+7,051
300
$5.47M 0.07%
67,721
+606
10 11
12
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