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
776
$1.53M 0.02%
21,110
+2,887
777
$1.53M 0.02%
24,385
-1,167
778
$1.52M 0.02%
21,099
-3,109
779
$1.52M 0.02%
124,230
+461
780
$1.52M 0.02%
13,932
-5,129
781
$1.52M 0.02%
77,793
+3,022
782
$1.52M 0.02%
8,826
-660
783
$1.5M 0.02%
65,522
+1,656
784
$1.5M 0.02%
29,607
-45,792
785
$1.48M 0.01%
15,997
+6,933
786
$1.48M 0.01%
29,734
+1,719
787
$1.48M 0.01%
14,033
+3,494
788
$1.48M 0.01%
16,798
+89
789
$1.48M 0.01%
102,599
-18,183
790
$1.47M 0.01%
+13,823
791
$1.47M 0.01%
35,795
+3,367
792
$1.47M 0.01%
48,834
+8,553
793
$1.47M 0.01%
59,572
+3,947
794
$1.47M 0.01%
25,807
+112
795
$1.47M 0.01%
74,817
-2,119
796
$1.46M 0.01%
43,183
+355
797
$1.46M 0.01%
37,969
-1,464
798
$1.46M 0.01%
38,700
-391
799
$1.45M 0.01%
16,291
-14,699
800
$1.45M 0.01%
4,205
-542
30 31
32
33 34