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
576
$2.49M 0.03%
101,930
+77,814
577
$2.48M 0.02%
29,429
+2,671
578
$2.48M 0.02%
118,094
+10,641
579
$2.46M 0.02%
+43,351
580
$2.46M 0.02%
111,640
+13,000
581
$2.46M 0.02%
+90,106
582
$2.45M 0.02%
125,417
+23,240
583
$2.45M 0.02%
+28,796
584
$2.44M 0.02%
37,526
-1,484
585
$2.44M 0.02%
70,718
+19,360
586
$2.42M 0.02%
35,308
+4,008
587
$2.39M 0.02%
25,746
-5,155
588
$2.38M 0.02%
15,197
+677
589
$2.38M 0.02%
89,872
+14,951
590
$2.37M 0.02%
24,591
+124
591
$2.36M 0.02%
148,064
+25,744
592
$2.35M 0.02%
+44,754
593
$2.33M 0.02%
96,497
+7,241
594
$2.32M 0.02%
48,005
+2,437
595
$2.3M 0.02%
68,470
+14,882
596
$2.3M 0.02%
93,466
+5,232
597
$2.3M 0.02%
75,378
-6,227
598
$2.3M 0.02%
21,640
-366
599
$2.27M 0.02%
12,222
+1,925
600
$2.27M 0.02%
13,265
+156
22 23
24
25 26