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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.38M 0.03%
75,502
+13,670
477
$3.38M 0.03%
20,991
+181
478
$3.35M 0.03%
24,592
+1,064
479
$3.33M 0.03%
97,765
-3,035
480
$3.32M 0.03%
56,292
+11,262
481
$3.31M 0.03%
21,591
-2,545
482
$3.29M 0.03%
88,123
+1,975
483
$3.29M 0.03%
85,575
+18,688
484
$3.29M 0.03%
72,238
-6,639
485
$3.27M 0.03%
34,526
+4
486
$3.27M 0.03%
299,939
487
$3.25M 0.03%
204,808
-7,366
488
$3.24M 0.03%
118,603
+62,341
489
$3.23M 0.03%
24,135
+1,426
490
$3.22M 0.03%
47,314
-9,744
491
$3.21M 0.03%
41,470
+3,338
492
$3.21M 0.03%
47,803
+2,075
493
$3.2M 0.03%
29,158
-2,123
494
$3.17M 0.03%
133,187
+63,422
495
$3.16M 0.03%
70,107
+12,561
496
$3.15M 0.03%
127,688
+12,756
497
$3.15M 0.03%
165,512
+648
498
$3.14M 0.03%
228,417
+11,162
499
$3.13M 0.03%
43,819
+11,513
500
$3.12M 0.03%
46,231
-536
18 19
20
21 22