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
701
$1.44M 0.02%
22,827
+1,595
702
$1.44M 0.02%
43,701
+3,820
703
$1.44M 0.02%
51,951
-24,823
704
$1.44M 0.02%
41,831
-11,606
705
$1.44M 0.02%
51,702
+14,628
706
$1.43M 0.02%
62,601
-460
707
$1.43M 0.02%
16,978
+3,790
708
$1.43M 0.02%
23,918
+1,449
709
$1.43M 0.02%
22,249
-5,741
710
$1.42M 0.02%
27,373
-2,010
711
$1.42M 0.02%
105,151
+10,088
712
$1.42M 0.02%
75,782
-21,043
713
$1.42M 0.02%
19,673
+14,493
714
$1.42M 0.02%
25,731
+249
715
$1.41M 0.02%
10,456
-1,968
716
$1.41M 0.02%
40,186
+3,005
717
$1.41M 0.02%
72,184
+13,131
718
$1.4M 0.02%
46,837
-6,078
719
$1.4M 0.02%
19,106
+2,378
720
$1.4M 0.02%
20,320
+7,289
721
$1.4M 0.02%
44,311
-2,342
722
$1.4M 0.02%
21,655
-1,483
723
$1.4M 0.02%
49,513
+14,390
724
$1.39M 0.02%
28,308
+226
725
$1.39M 0.02%
66,468
+7,685
27 28
29
30 31