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
426
$3.2M 0.04%
33,722
-213
427
$3.14M 0.04%
180,074
+14,225
428
$3.13M 0.04%
50,770
+31,055
429
$3.12M 0.04%
64,723
+1,271
430
$3.11M 0.04%
79,371
+1,028
431
$3.11M 0.04%
79,501
+7,034
432
$3.1M 0.04%
134,080
-57,936
433
$3.09M 0.04%
45,139
+389
434
$3.09M 0.04%
145,194
+15,827
435
$3.09M 0.04%
76,933
+15,408
436
$3.08M 0.04%
6,277
+1,628
437
$3.08M 0.04%
20,687
+130
438
$3.08M 0.04%
92,373
+688
439
$3.06M 0.04%
176,705
+4,979
440
$3M 0.04%
61,071
+2,743
441
$2.99M 0.04%
42,704
+3,120
442
$2.99M 0.04%
40,662
+727
443
$2.99M 0.04%
14,349
+4,652
444
$2.98M 0.04%
64,304
+5,376
445
$2.98M 0.04%
42,866
+497
446
$2.94M 0.04%
54,420
+736
447
$2.92M 0.04%
162,959
+6,956
448
$2.92M 0.04%
47,285
+2,282
449
$2.9M 0.04%
23,903
+2,179
450
$2.89M 0.04%
102,268
+28,774
16 17
18
19 20