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
401
$3.58M 0.04%
136,078
-873
402
$3.5M 0.04%
240,880
+5,201
403
$3.5M 0.04%
213,722
-14,717
404
$3.5M 0.04%
117,137
-64,362
405
$3.5M 0.04%
185,433
+5,986
406
$3.47M 0.04%
17,122
+1,303
407
$3.47M 0.04%
25,256
+2,691
408
$3.47M 0.04%
62,384
+1,676
409
$3.46M 0.04%
26,850
+1,796
410
$3.42M 0.04%
70,740
-1,655
411
$3.42M 0.04%
88,672
+1,970
412
$3.41M 0.04%
96,977
+14,212
413
$3.39M 0.04%
37,844
+376
414
$3.37M 0.04%
71,541
+7,028
415
$3.33M 0.04%
72,504
+3,733
416
$3.31M 0.04%
110,509
+648
417
$3.29M 0.04%
54,669
+2,995
418
$3.28M 0.04%
58,125
+3,327
419
$3.27M 0.04%
96,529
+11,136
420
$3.26M 0.04%
67,965
+10,572
421
$3.26M 0.04%
102,508
+3,524
422
$3.25M 0.04%
91,224
+6,801
423
$3.22M 0.04%
70,210
+2,492
424
$3.21M 0.04%
65,292
+1,800
425
$3.2M 0.04%
65,697
-986
15 16
17
18 19