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
276
$7.5M 0.08%
360,337
+18,517
277
$7.49M 0.08%
75,695
+2,561
278
$7.43M 0.07%
101,668
+10,279
279
$7.42M 0.07%
193,400
+16,802
280
$7.42M 0.07%
105,490
+1,057
281
$7.4M 0.07%
299,643
+272,177
282
$7.36M 0.07%
63,303
+7,162
283
$7.34M 0.07%
97,220
-54,457
284
$7.28M 0.07%
57,549
-6,864
285
$7.21M 0.07%
119,470
+22,190
286
$7.2M 0.07%
119,157
-8,642
287
$7.18M 0.07%
247,641
+1,058
288
$7.09M 0.07%
349,888
+476
289
$7.08M 0.07%
247,282
+15
290
$7M 0.07%
100,821
-2,590
291
$6.97M 0.07%
225,804
+11,792
292
$6.96M 0.07%
120,670
+16,649
293
$6.95M 0.07%
130,676
+11,056
294
$6.95M 0.07%
81,119
+4,478
295
$6.92M 0.07%
50,988
+8,159
296
$6.91M 0.07%
113,108
-204
297
$6.79M 0.07%
79,763
+3,920
298
$6.76M 0.07%
217,828
+208
299
$6.76M 0.07%
90,994
+16,450
300
$6.76M 0.07%
384,537
+76,589
10 11
12
13 14