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
551
$2.09M 0.03%
54,823
+20,574
552
$2.08M 0.03%
19,806
+2,296
553
$2.08M 0.03%
11,297
+400
554
$2.07M 0.03%
27,374
+1,155
555
$2.07M 0.03%
21,599
-381
556
$2.07M 0.03%
14,203
+288
557
$2.07M 0.03%
23,608
+8,816
558
$2.06M 0.03%
34,255
+5,280
559
$2.06M 0.03%
86,595
-1,654
560
$2.06M 0.03%
19,830
+5,743
561
$2.06M 0.03%
39,298
-241
562
$2.05M 0.03%
158,341
+47,433
563
$2.05M 0.03%
103,263
+9,887
564
$2.03M 0.03%
86,858
+29,614
565
$2.03M 0.03%
38,828
+163
566
$2.03M 0.03%
22,173
-825
567
$2.03M 0.03%
44,263
+1,188
568
$2.02M 0.03%
73,955
+1,405
569
$2.02M 0.03%
41,986
+4,092
570
$2.01M 0.03%
142,989
-260
571
$2.01M 0.03%
46,824
-256
572
$2.01M 0.03%
9,010
+3,467
573
$2M 0.03%
36,131
+17,609
574
$2M 0.02%
22,079
+2,638
575
$2M 0.02%
170,104
-16,115
21 22
23
24 25