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
601
$2.27M 0.02%
184,266
-8,773
602
$2.26M 0.02%
27,014
+20,285
603
$2.26M 0.02%
40,644
+1,094
604
$2.26M 0.02%
137,374
-5,230
605
$2.26M 0.02%
41,541
-3,328
606
$2.25M 0.02%
46,626
-1,383
607
$2.25M 0.02%
117,669
+3,423
608
$2.24M 0.02%
163,656
-20,492
609
$2.23M 0.02%
58,527
+13,693
610
$2.23M 0.02%
47,943
-4,632
611
$2.23M 0.02%
73,884
+1,555
612
$2.23M 0.02%
22,204
-1,634
613
$2.22M 0.02%
86,231
-2,287
614
$2.22M 0.02%
28,608
-3,822
615
$2.21M 0.02%
102,587
+5,637
616
$2.2M 0.02%
66,455
+19,109
617
$2.2M 0.02%
30,759
+17,824
618
$2.2M 0.02%
90,289
+29,729
619
$2.19M 0.02%
52,373
+4,405
620
$2.18M 0.02%
62,928
+6,567
621
$2.18M 0.02%
38,571
-111,425
622
$2.17M 0.02%
45,434
+4,952
623
$2.17M 0.02%
20,604
-488
624
$2.17M 0.02%
49,247
+375
625
$2.17M 0.02%
18,844
+7,347
23 24
25
26 27