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 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.8M 0.63%
210,168
-10,572
27
$49M 0.61%
289,379
+11,180
28
$48.5M 0.61%
795,857
+256,202
29
$47.1M 0.59%
1,245,849
+108,282
30
$46.1M 0.58%
1,184,017
+67,204
31
$45.8M 0.57%
833,091
+40,520
32
$44.4M 0.55%
224,515
+4,359
33
$44.4M 0.55%
595,624
-22,292
34
$42.9M 0.54%
408,619
-37,820
35
$42M 0.52%
1,478,192
+613,993
36
$41.9M 0.52%
756,962
-16,890
37
$41.2M 0.51%
1,355,824
+168,592
38
$40.5M 0.51%
268,035
-5,835
39
$40.3M 0.5%
348,680
-10,334
40
$39.2M 0.49%
1,161,579
+10,507
41
$38.9M 0.49%
536,912
+3
42
$38.7M 0.48%
263,084
+3,819
43
$38.7M 0.48%
906,579
+51,797
44
$38.7M 0.48%
363,815
+12,146
45
$38.5M 0.48%
480,583
+36,410
46
$37.9M 0.47%
809,347
+56,902
47
$37.9M 0.47%
749,006
+64,852
48
$37.2M 0.46%
213,523
-1,160
49
$37M 0.46%
462,898
+28,614
50
$36.2M 0.45%
740,213
+22,798
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