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
626
$1.77M 0.02%
31,353
+4,268
627
$1.77M 0.02%
17,307
+160
628
$1.76M 0.02%
47,742
+23,035
629
$1.75M 0.02%
37,851
+3,948
630
$1.74M 0.02%
27,978
+2,395
631
$1.73M 0.02%
20,871
-1,457
632
$1.72M 0.02%
77,811
+43,712
633
$1.71M 0.02%
110,745
+8,412
634
$1.7M 0.02%
60,255
-1,825
635
$1.7M 0.02%
25,993
-3,020
636
$1.68M 0.02%
109,983
-19,458
637
$1.68M 0.02%
178,861
+10,100
638
$1.68M 0.02%
39,696
-4,210
639
$1.68M 0.02%
10,361
+1,235
640
$1.67M 0.02%
20,980
+2,651
641
$1.66M 0.02%
20,072
+417
642
$1.66M 0.02%
27,919
+3,231
643
$1.66M 0.02%
19,859
-9,315
644
$1.65M 0.02%
19,587
-1,410
645
$1.65M 0.02%
18,682
+95
646
$1.65M 0.02%
25,094
-478
647
$1.65M 0.02%
13,541
+5,186
648
$1.65M 0.02%
+36,110
649
$1.65M 0.02%
13,528
+1,388
650
$1.64M 0.02%
44,565
-163
24 25
26
27 28