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
326
$4.85M 0.06%
38,950
+4,135
327
$4.84M 0.06%
36,348
+1,186
328
$4.83M 0.06%
77,320
+4,566
329
$4.82M 0.06%
93,323
+11,999
330
$4.76M 0.06%
315,073
+35,586
331
$4.76M 0.06%
73,132
+1,435
332
$4.75M 0.06%
60,917
+4,005
333
$4.71M 0.06%
29,057
+4,704
334
$4.7M 0.06%
24,266
-1,273
335
$4.7M 0.06%
347,637
+124,633
336
$4.65M 0.06%
32,974
+5,180
337
$4.61M 0.06%
149,188
-1,713
338
$4.6M 0.06%
74,946
+6,337
339
$4.58M 0.06%
+59,378
340
$4.54M 0.06%
61,595
+4,448
341
$4.54M 0.06%
83,838
-3,678
342
$4.54M 0.06%
74,163
+10,221
343
$4.51M 0.06%
86,849
+6,044
344
$4.5M 0.06%
182,521
+40,888
345
$4.34M 0.05%
43,290
-10,312
346
$4.34M 0.05%
26,778
+758
347
$4.32M 0.05%
109,646
+4,734
348
$4.25M 0.05%
61,246
+827
349
$4.24M 0.05%
50,516
+904
350
$4.24M 0.05%
1,172,640
-363,360
12 13
14
15 16