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
551
$2.66M 0.03%
15,281
+1,227
552
$2.66M 0.03%
23,856
+1,722
553
$2.65M 0.03%
35,162
+622
554
$2.64M 0.03%
44,981
-2,208
555
$2.63M 0.03%
206,796
+18,076
556
$2.62M 0.03%
64,195
+2,348
557
$2.62M 0.03%
107,530
+4,869
558
$2.61M 0.03%
97,716
+6,460
559
$2.6M 0.03%
49,276
+2,516
560
$2.58M 0.03%
63,445
+10,253
561
$2.58M 0.03%
74,914
-1,754
562
$2.58M 0.03%
9,128
-1,294
563
$2.58M 0.03%
35,266
-523
564
$2.58M 0.03%
131,981
+109,319
565
$2.57M 0.03%
301,987
+23,215
566
$2.56M 0.03%
23,653
+2,138
567
$2.56M 0.03%
443,510
-7,463
568
$2.56M 0.03%
194,471
-26,618
569
$2.54M 0.03%
53,172
+5,870
570
$2.53M 0.03%
78,889
+1,013
571
$2.51M 0.03%
45,720
-26,756
572
$2.5M 0.03%
2,048
-77
573
$2.49M 0.03%
21,565
+9,950
574
$2.49M 0.03%
42,280
+738
575
$2.49M 0.03%
38,817
+16,446
21 22
23
24 25