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
776
$1.26M 0.02%
41,989
-15,304
777
$1.25M 0.02%
+27,982
778
$1.25M 0.02%
82,879
+9,173
779
$1.25M 0.02%
65,621
+31,809
780
$1.25M 0.02%
82,491
-4,102
781
$1.24M 0.02%
28,189
+13,459
782
$1.24M 0.02%
24,561
+1,277
783
$1.24M 0.02%
17,845
-7,227
784
$1.24M 0.02%
92,836
-240,966
785
$1.23M 0.02%
10,347
-18,780
786
$1.23M 0.02%
23,875
+1,343
787
$1.23M 0.02%
57,989
+7,580
788
$1.22M 0.02%
36,461
-4,091
789
$1.22M 0.02%
26,356
+11,377
790
$1.22M 0.02%
931
-2
791
$1.22M 0.02%
+46,907
792
$1.22M 0.02%
13,546
-580
793
$1.2M 0.02%
15,459
+935
794
$1.2M 0.02%
39,904
+10,529
795
$1.2M 0.01%
25,548
+2,181
796
$1.19M 0.01%
7,182
-3,686
797
$1.19M 0.01%
74,678
+8,080
798
$1.19M 0.01%
48,961
+10,113
799
$1.19M 0.01%
+149,212
800
$1.18M 0.01%
33,880
+12