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
726
$1.39M 0.02%
53,081
+10,025
727
$1.38M 0.02%
47,975
+5,162
728
$1.38M 0.02%
100,594
+7,075
729
$1.38M 0.02%
12,569
+179
730
$1.38M 0.02%
14,408
+817
731
$1.37M 0.02%
9,667
+313
732
$1.37M 0.02%
36,771
+13,400
733
$1.37M 0.02%
14,569
+1,539
734
$1.37M 0.02%
28,664
-786
735
$1.37M 0.02%
39,260
+1,768
736
$1.36M 0.02%
54,805
+18,084
737
$1.36M 0.02%
13,023
+1,543
738
$1.36M 0.02%
33,906
+3,226
739
$1.36M 0.02%
38,347
-27,401
740
$1.36M 0.02%
45,967
-75,052
741
$1.35M 0.02%
109,541
742
$1.35M 0.02%
34,447
+1,437
743
$1.35M 0.02%
93,483
-50,294
744
$1.35M 0.02%
65,826
+2,304
745
$1.35M 0.02%
70,630
-474
746
$1.34M 0.02%
123,292
-38,952
747
$1.34M 0.02%
20,620
+9,727
748
$1.34M 0.02%
272,030
+75,981
749
$1.33M 0.02%
66,113
+3,988
750
$1.33M 0.02%
64,450
+4,788
28 29
30
31 32