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
376
$3.92M 0.05%
97,595
-1,096
377
$3.91M 0.05%
49,659
+5,957
378
$3.9M 0.05%
79,224
-16,007
379
$3.88M 0.05%
36,368
-6,708
380
$3.88M 0.05%
13,505
-201
381
$3.88M 0.05%
38,441
+2,505
382
$3.87M 0.05%
49,607
+14,228
383
$3.86M 0.05%
77,727
+3,564
384
$3.86M 0.05%
113,084
-2,351
385
$3.84M 0.05%
148,106
+38,303
386
$3.84M 0.05%
64,011
+18,647
387
$3.84M 0.05%
131,256
+7,557
388
$3.82M 0.05%
129,452
+14,915
389
$3.81M 0.05%
55,800
+3,547
390
$3.81M 0.05%
85,138
+14,601
391
$3.79M 0.05%
315,561
-260
392
$3.75M 0.05%
26,244
-912
393
$3.75M 0.05%
174,168
+1,358
394
$3.73M 0.05%
36,285
+7,493
395
$3.69M 0.05%
131,156
+38,502
396
$3.69M 0.05%
19,246
+9
397
$3.66M 0.05%
151,797
+46,107
398
$3.6M 0.05%
27,137
+1,460
399
$3.59M 0.04%
178,374
-1,871
400
$3.59M 0.04%
64,284
+39,634
14 15
16
17 18