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
676
$1.54M 0.02%
28,993
+2,325
677
$1.52M 0.02%
64,306
+1,774
678
$1.52M 0.02%
51,031
-37,165
679
$1.52M 0.02%
23,636
+1,247
680
$1.52M 0.02%
19,292
+1,716
681
$1.51M 0.02%
68,231
+5,792
682
$1.51M 0.02%
46,442
+28,439
683
$1.51M 0.02%
17,590
-18,542
684
$1.5M 0.02%
38,671
+559
685
$1.5M 0.02%
69,129
+3,739
686
$1.5M 0.02%
11,899
+2,990
687
$1.5M 0.02%
26,846
+6,823
688
$1.49M 0.02%
14,511
+129
689
$1.49M 0.02%
53,602
+929
690
$1.49M 0.02%
16,295
+1,391
691
$1.48M 0.02%
1,591
-185
692
$1.48M 0.02%
37,403
+2,116
693
$1.48M 0.02%
31,833
+2,433
694
$1.48M 0.02%
105,358
-6,670
695
$1.47M 0.02%
34,664
+3,194
696
$1.47M 0.02%
94,819
+40,460
697
$1.46M 0.02%
13,240
+3,907
698
$1.45M 0.02%
30,169
+1,752
699
$1.45M 0.02%
17,491
-201
700
$1.44M 0.02%
54,067
+835
26 27
28
29 30