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
476
$2.62M 0.03%
206,176
+9,309
477
$2.6M 0.03%
13,835
+1,572
478
$2.6M 0.03%
49,857
+10,550
479
$2.59M 0.03%
25,796
+6,603
480
$2.58M 0.03%
102,925
+10,642
481
$2.57M 0.03%
181,850
+66,300
482
$2.57M 0.03%
+21,313
483
$2.57M 0.03%
35,416
-1,060
484
$2.56M 0.03%
21,637
+455
485
$2.56M 0.03%
34,269
+21,335
486
$2.54M 0.03%
90,701
-717
487
$2.54M 0.03%
39,243
+17,787
488
$2.53M 0.03%
23,234
+899
489
$2.53M 0.03%
23,826
-1,533
490
$2.52M 0.03%
13,559
-728
491
$2.51M 0.03%
19,656
-1,764
492
$2.5M 0.03%
41,816
-3,512
493
$2.49M 0.03%
24,455
+1,460
494
$2.49M 0.03%
17,336
+5,588
495
$2.47M 0.03%
21,666
+5,977
496
$2.44M 0.03%
138,368
+13,298
497
$2.43M 0.03%
35,932
+14,215
498
$2.42M 0.03%
26,772
-387
499
$2.42M 0.03%
187,999
+58,298
500
$2.42M 0.03%
15,155
+392
18 19
20
21 22