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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.71M 0.02%
19,870
+6,984
727
$1.71M 0.02%
72,130
-19,260
728
$1.7M 0.02%
355,788
+14,655
729
$1.7M 0.02%
25,660
+709
730
$1.7M 0.02%
56,934
+45,224
731
$1.7M 0.02%
9,817
+1,012
732
$1.7M 0.02%
76,973
+4,722
733
$1.69M 0.02%
10,239
+672
734
$1.69M 0.02%
48,184
+1,939
735
$1.69M 0.02%
12,249
+1,026
736
$1.69M 0.02%
21,873
+10,173
737
$1.68M 0.02%
734,824
+116,598
738
$1.67M 0.02%
27,884
+1,875
739
$1.67M 0.02%
5,951
+626
740
$1.66M 0.02%
50,609
+3,418
741
$1.66M 0.02%
50,244
-2,672
742
$1.66M 0.02%
7,139
-1,551
743
$1.65M 0.02%
67,310
-64,593
744
$1.65M 0.02%
40,901
-3,344
745
$1.65M 0.02%
32,149
-4,291
746
$1.64M 0.02%
29,448
+1,038
747
$1.64M 0.02%
19,070
+8,893
748
$1.64M 0.02%
16,394
+490
749
$1.63M 0.02%
81,500
750
$1.63M 0.02%
34,700
-4,463
28 29
30
31 32