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
301
$5.46M 0.07%
41,144
+2,586
302
$5.46M 0.07%
104,315
+20,884
303
$5.45M 0.07%
85,270
+11,246
304
$5.44M 0.07%
33,062
+5,216
305
$5.42M 0.07%
17,078
+4,746
306
$5.4M 0.07%
181,865
+8,485
307
$5.4M 0.07%
5,530
+75
308
$5.36M 0.07%
222,563
-6,592
309
$5.29M 0.07%
198,463
-183,652
310
$5.28M 0.07%
43,418
+4,448
311
$5.24M 0.07%
81,983
+22,360
312
$5.21M 0.07%
105,093
+28,718
313
$5.21M 0.07%
260,147
+27,597
314
$5.05M 0.06%
84,571
+20,023
315
$5.04M 0.06%
94,793
+6,717
316
$5.01M 0.06%
19,500
+3,447
317
$5M 0.06%
149,246
-43,775
318
$4.99M 0.06%
153,216
+678
319
$4.98M 0.06%
84,097
+3,235
320
$4.96M 0.06%
44,458
-425
321
$4.95M 0.06%
251,087
+60,791
322
$4.93M 0.06%
94,801
-43,606
323
$4.93M 0.06%
94,601
-5,089
324
$4.91M 0.06%
254,277
-9,161
325
$4.89M 0.06%
156,838
+10,707
11 12
13
14 15