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
501
$2.42M 0.03%
56,156
+6,691
502
$2.41M 0.03%
290,100
-55,800
503
$2.41M 0.03%
36,803
-13,361
504
$2.41M 0.03%
94,297
-4,186
505
$2.41M 0.03%
82,685
+25,655
506
$2.41M 0.03%
39,675
-21,593
507
$2.39M 0.03%
163,759
+3,998
508
$2.38M 0.03%
127,328
+13,346
509
$2.37M 0.03%
47,302
+5,256
510
$2.36M 0.03%
26,658
-319
511
$2.35M 0.03%
1,975
+176
512
$2.34M 0.03%
203,524
+11,458
513
$2.33M 0.03%
30,820
-1,068
514
$2.32M 0.03%
106,671
-9,730
515
$2.32M 0.03%
35,802
+942
516
$2.32M 0.03%
97,208
+700
517
$2.31M 0.03%
48,518
+2,505
518
$2.31M 0.03%
130,955
+12,661
519
$2.31M 0.03%
72,717
+899
520
$2.28M 0.03%
56,849
+1,199
521
$2.28M 0.03%
176,825
-18,088
522
$2.27M 0.03%
72,824
+147
523
$2.26M 0.03%
68,567
+5,574
524
$2.26M 0.03%
99,670
+16,305
525
$2.26M 0.03%
87,786
+552
19 20
21
22 23