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
501
$3.1M 0.03%
123,222
+49,971
502
$3.06M 0.03%
37,101
+3,320
503
$3.06M 0.03%
16,063
-12,441
504
$3.04M 0.03%
24,482
-3,120
505
$3.04M 0.03%
58,157
-1,614
506
$3.04M 0.03%
38,252
+2,825
507
$3.03M 0.03%
171,437
+5,963
508
$3.01M 0.03%
108,296
+20,329
509
$3.01M 0.03%
47,797
+1,864
510
$3.01M 0.03%
52,544
+3,880
511
$3M 0.03%
+24,742
512
$2.98M 0.03%
34,332
+228
513
$2.98M 0.03%
117,358
-19,431
514
$2.98M 0.03%
104,605
-1,617
515
$2.97M 0.03%
42,555
+675
516
$2.97M 0.03%
13,736
+3,696
517
$2.96M 0.03%
40,461
-8,203
518
$2.95M 0.03%
99,429
+6,970
519
$2.95M 0.03%
73,583
+6,954
520
$2.95M 0.03%
75,036
-2,330
521
$2.94M 0.03%
20,729
+1,406
522
$2.9M 0.03%
56,371
-16,322
523
$2.9M 0.03%
164,549
-3,122
524
$2.9M 0.03%
30,056
+1,477
525
$2.9M 0.03%
45,533
-3,953
19 20
21
22 23