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
526
$2.9M 0.03%
10,638
+33
527
$2.89M 0.03%
19,328
-200
528
$2.88M 0.03%
92,685
-11,434
529
$2.87M 0.03%
50,400
-8,891
530
$2.86M 0.03%
27,223
+13,304
531
$2.86M 0.03%
64,808
+8,944
532
$2.86M 0.03%
35,817
+3,396
533
$2.86M 0.03%
174,234
-11,564
534
$2.86M 0.03%
47,237
-4,779
535
$2.85M 0.03%
129,304
-1,461
536
$2.84M 0.03%
103,512
+6,208
537
$2.83M 0.03%
99,857
-5,069
538
$2.83M 0.03%
169,725
+110
539
$2.81M 0.03%
56,833
+9,572
540
$2.81M 0.03%
80,147
+3,418
541
$2.81M 0.03%
130,523
+5,280
542
$2.81M 0.03%
26,924
-6,508
543
$2.79M 0.03%
54,982
+5,361
544
$2.77M 0.03%
59,198
+1,070
545
$2.75M 0.03%
179,406
+9,078
546
$2.74M 0.03%
65,641
+2,870
547
$2.73M 0.03%
66,113
+8,069
548
$2.73M 0.03%
84,056
+2,501
549
$2.72M 0.03%
22,464
+1,550
550
$2.66M 0.03%
22,472
-6,491
20 21
22
23 24