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
351
$4.23M 0.05%
139,633
+9,388
352
$4.21M 0.05%
81,049
+4,358
353
$4.2M 0.05%
101,437
+1,224
354
$4.2M 0.05%
91,273
-14,818
355
$4.15M 0.05%
35,078
+627
356
$4.11M 0.05%
72,853
+27,449
357
$4.1M 0.05%
102,609
+99
358
$4.09M 0.05%
28,837
+22,770
359
$4.07M 0.05%
77,363
-4,755
360
$4.06M 0.05%
229,784
+10,038
361
$4.06M 0.05%
153,248
+46,369
362
$4.06M 0.05%
31,590
+715
363
$4.05M 0.05%
113,309
-1,721
364
$4.04M 0.05%
131,810
+11,726
365
$4.03M 0.05%
44,114
+23
366
$4.03M 0.05%
+52,375
367
$4.02M 0.05%
46,463
+6,324
368
$4.02M 0.05%
225,133
+19,475
369
$4.02M 0.05%
97,272
+9,422
370
$4.01M 0.05%
58,779
-17
371
$3.98M 0.05%
211,655
+70,110
372
$3.98M 0.05%
58,361
-7,604
373
$3.93M 0.05%
23,299
-6,986
374
$3.92M 0.05%
80,448
-5,314
375
$3.92M 0.05%
27,869
-62
13 14
15
16 17