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 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.5M 0.44%
710,254
+356,899
52
$35.3M 0.44%
1,455,782
+120,302
53
$34.3M 0.43%
1,048,403
-23,440
54
$34.3M 0.43%
154,310
+743
55
$34.2M 0.43%
240,310
+39,595
56
$34M 0.42%
747,420
+23,020
57
$33.7M 0.42%
605,457
+28,395
58
$33.7M 0.42%
701,352
+119,344
59
$33.2M 0.41%
282,525
-20,392
60
$33.1M 0.41%
192,098
+10,521
61
$32.5M 0.41%
347,060
+13,169
62
$32.4M 0.41%
1,036,591
+35,049
63
$31.6M 0.39%
484,181
+44,815
64
$31M 0.39%
373,417
+58,326
65
$31M 0.39%
349,077
+11,595
66
$30.2M 0.38%
740,508
+109,759
67
$30M 0.37%
546,226
+108,868
68
$29.2M 0.36%
225,814
-6,527
69
$28.6M 0.36%
823,485
-212,945
70
$27.6M 0.34%
393,870
-8,954
71
$26.7M 0.33%
594,447
+39,194
72
$26.6M 0.33%
218,682
+4,046
73
$26.1M 0.33%
169,995
-1,258
74
$25M 0.31%
192,669
+7,836
75
$24.8M 0.31%
466,229
+6,698
1 2
3
4 5