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
576
$1.99M 0.02%
73,442
+23,648
577
$1.97M 0.02%
45,957
+27,103
578
$1.97M 0.02%
113,311
+26,624
579
$1.97M 0.02%
23,018
+93
580
$1.96M 0.02%
15,650
+10,600
581
$1.96M 0.02%
75,426
+28,290
582
$1.96M 0.02%
48,231
+51
583
$1.95M 0.02%
20,663
+1,080
584
$1.95M 0.02%
49,377
+32,369
585
$1.95M 0.02%
26,317
+19,338
586
$1.95M 0.02%
32,780
-16,923
587
$1.94M 0.02%
38,070
+5,176
588
$1.93M 0.02%
42,988
-1,135
589
$1.92M 0.02%
57,599
+554
590
$1.92M 0.02%
28,695
+311
591
$1.92M 0.02%
153,810
+9,898
592
$1.92M 0.02%
76,318
+5,401
593
$1.92M 0.02%
153,510
+7,750
594
$1.91M 0.02%
22,054
+453
595
$1.91M 0.02%
80,100
+8,595
596
$1.9M 0.02%
89,579
+11,903
597
$1.9M 0.02%
92,833
+5,002
598
$1.9M 0.02%
77,421
-2,207
599
$1.89M 0.02%
22,039
+1,765
600
$1.88M 0.02%
10,396
-2,580
22 23
24
25 26