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
626
$2.17M 0.02%
54,606
+4,204
627
$2.16M 0.02%
38,560
+1,895
628
$2.16M 0.02%
78,372
+4,480
629
$2.15M 0.02%
121,194
-3,251
630
$2.14M 0.02%
70,180
-5,124
631
$2.13M 0.02%
136,967
+22,555
632
$2.11M 0.02%
19,411
-1,044
633
$2.11M 0.02%
29,699
-111
634
$2.1M 0.02%
95,679
+5,035
635
$2.1M 0.02%
40,445
+3,161
636
$2.1M 0.02%
97,544
+40,798
637
$2.1M 0.02%
43,707
-1,464
638
$2.09M 0.02%
82,583
-5,139
639
$2.08M 0.02%
+111,391
640
$2.07M 0.02%
18,074
+271
641
$2.07M 0.02%
14,144
+881
642
$2.06M 0.02%
27,200
+3,622
643
$2.03M 0.02%
323,851
+214,922
644
$2.02M 0.02%
13,774
-6,920
645
$2.02M 0.02%
7,842
-2,255
646
$2.02M 0.02%
65,340
+18,216
647
$2.01M 0.02%
51,132
+1,926
648
$2.01M 0.02%
147,388
+11,676
649
$2.01M 0.02%
13,282
+2,599
650
$2M 0.02%
39,566
-2,206
24 25
26
27 28