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
526
$2.25M 0.03%
33,376
+1,937
527
$2.25M 0.03%
64,662
+16,196
528
$2.23M 0.03%
48,369
-21
529
$2.23M 0.03%
56,239
-4,586
530
$2.23M 0.03%
79,804
-2,489
531
$2.23M 0.03%
26,150
-2,005
532
$2.21M 0.03%
19,845
+1,788
533
$2.21M 0.03%
40,728
+3,866
534
$2.2M 0.03%
50,421
-724
535
$2.19M 0.03%
101,110
+27,125
536
$2.19M 0.03%
77,369
-7,154
537
$2.19M 0.03%
22,299
+574
538
$2.19M 0.03%
46,998
-1,044
539
$2.17M 0.03%
19,754
-687
540
$2.17M 0.03%
47,970
-2,725
541
$2.17M 0.03%
71,635
+4,273
542
$2.16M 0.03%
558,547
+86,874
543
$2.16M 0.03%
138,686
+50,138
544
$2.13M 0.03%
47,714
+134
545
$2.13M 0.03%
27,342
+998
546
$2.12M 0.03%
66,383
+2,644
547
$2.11M 0.03%
20,329
-3,975
548
$2.11M 0.03%
+67,872
549
$2.11M 0.03%
38,554
+600
550
$2.1M 0.03%
37,981
+1,176
20 21
22
23 24