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
601
$1.87M 0.02%
50,235
+19
602
$1.86M 0.02%
29,972
-1,088
603
$1.86M 0.02%
69,542
+3,885
604
$1.86M 0.02%
129,839
+13,067
605
$1.86M 0.02%
212,923
-79,163
606
$1.85M 0.02%
78,430
-3,158
607
$1.85M 0.02%
43,427
-2,492
608
$1.85M 0.02%
11,595
+5,307
609
$1.85M 0.02%
86,328
+29,998
610
$1.85M 0.02%
33,832
+1,801
611
$1.83M 0.02%
72,864
-282
612
$1.83M 0.02%
17,787
+905
613
$1.82M 0.02%
37,804
+17
614
$1.82M 0.02%
27,386
-9,329
615
$1.82M 0.02%
18,940
+1,586
616
$1.81M 0.02%
230,865
+186,297
617
$1.81M 0.02%
28,338
+452
618
$1.81M 0.02%
47,180
-7,294
619
$1.8M 0.02%
77,925
+8,498
620
$1.8M 0.02%
31,351
+3,051
621
$1.78M 0.02%
27,946
-9,802
622
$1.78M 0.02%
20,313
+214
623
$1.78M 0.02%
39,362
+1,154
624
$1.78M 0.02%
17,575
+127
625
$1.77M 0.02%
50,762
+517
23 24
25
26 27