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
751
$1.33M 0.02%
24,876
-3,554
752
$1.33M 0.02%
41,022
-1,710
753
$1.32M 0.02%
3,086
+119
754
$1.32M 0.02%
98,212
+11,126
755
$1.32M 0.02%
23,484
-1,586
756
$1.32M 0.02%
26,176
+2,247
757
$1.32M 0.02%
71,964
+4,248
758
$1.32M 0.02%
29,149
-6,599
759
$1.3M 0.02%
237,260
+22,861
760
$1.3M 0.02%
69,886
-3,490
761
$1.29M 0.02%
17,117
+2,281
762
$1.29M 0.02%
21,020
-720
763
$1.28M 0.02%
+27,348
764
$1.28M 0.02%
62,725
+2,565
765
$1.28M 0.02%
21,629
+1,050
766
$1.27M 0.02%
57,927
-657
767
$1.27M 0.02%
71,479
+31,860
768
$1.27M 0.02%
40,842
+5,008
769
$1.27M 0.02%
28,242
+5,922
770
$1.26M 0.02%
31,755
+10,314
771
$1.26M 0.02%
43,355
+3,056
772
$1.26M 0.02%
25,812
+4,149
773
$1.26M 0.02%
29,923
-759
774
$1.26M 0.02%
54,129
-1,929
775
$1.26M 0.02%
42,000
+13,200
29 30
31
32 33