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
651
$1.64M 0.02%
25,766
+10
652
$1.64M 0.02%
7,749
+3,190
653
$1.64M 0.02%
24,657
+11,665
654
$1.63M 0.02%
35,865
-9,927
655
$1.63M 0.02%
10,067
+6,618
656
$1.63M 0.02%
124,693
+9,977
657
$1.63M 0.02%
79,544
-1,931
658
$1.63M 0.02%
122,714
-40,171
659
$1.61M 0.02%
39,372
-1,912
660
$1.61M 0.02%
63,033
+3,913
661
$1.6M 0.02%
19,971
+10,432
662
$1.59M 0.02%
51,615
+4,558
663
$1.59M 0.02%
61,459
+6,106
664
$1.58M 0.02%
10,875
+145
665
$1.58M 0.02%
63,357
-196
666
$1.58M 0.02%
61,845
+3,886
667
$1.58M 0.02%
99,092
+27,133
668
$1.58M 0.02%
125,201
+5,206
669
$1.57M 0.02%
61,634
+2,113
670
$1.57M 0.02%
100,046
+1,913
671
$1.56M 0.02%
33,444
+1,755
672
$1.55M 0.02%
90,850
+10,750
673
$1.55M 0.02%
48,225
+3,985
674
$1.55M 0.02%
28,060
+14,596
675
$1.55M 0.02%
52,865
+8,925
25 26
27
28 29