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
451
$2.88M 0.04%
24,414
-72
452
$2.88M 0.04%
21,480
+152
453
$2.88M 0.04%
38,746
-954
454
$2.87M 0.04%
16,066
+5,986
455
$2.87M 0.04%
50,593
+10,431
456
$2.86M 0.04%
66,113
-2,925
457
$2.86M 0.04%
56,470
-850
458
$2.83M 0.04%
20,398
+1,040
459
$2.81M 0.04%
54,405
460
$2.81M 0.04%
184,334
+1,521
461
$2.8M 0.03%
174,789
-5,313
462
$2.77M 0.03%
21,725
+1,002
463
$2.73M 0.03%
93,763
+8,345
464
$2.73M 0.03%
25,212
-3,005
465
$2.72M 0.03%
70,078
+2,947
466
$2.72M 0.03%
19,216
+262
467
$2.71M 0.03%
79,816
+46,513
468
$2.71M 0.03%
54,985
+3,771
469
$2.7M 0.03%
42,267
+11,777
470
$2.68M 0.03%
96,853
-49,280
471
$2.66M 0.03%
46,272
-4
472
$2.66M 0.03%
52,263
+2,573
473
$2.64M 0.03%
127,530
-9,920
474
$2.63M 0.03%
40,505
-25
475
$2.62M 0.03%
117,720
+7,981
17 18
19
20 21