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
801
$1.18M 0.01%
11,676
+309
802
$1.18M 0.01%
28,768
+1,874
803
$1.18M 0.01%
12,394
+170
804
$1.17M 0.01%
39,429
-44,600
805
$1.17M 0.01%
139,504
+4,838
806
$1.17M 0.01%
20,885
+243
807
$1.16M 0.01%
34,935
-24,820
808
$1.16M 0.01%
46,034
+14,861
809
$1.16M 0.01%
+11,154
810
$1.15M 0.01%
24,903
+4,208
811
$1.15M 0.01%
1,320
+250
812
$1.14M 0.01%
21,399
+2,244
813
$1.14M 0.01%
100,467
814
$1.13M 0.01%
5,536
+604
815
$1.13M 0.01%
51,944
+1,632
816
$1.13M 0.01%
21,192
+16,774
817
$1.13M 0.01%
87,889
+3,015
818
$1.12M 0.01%
3,542
-4
819
$1.12M 0.01%
110,366
-215
820
$1.12M 0.01%
6,675
-72
821
$1.11M 0.01%
28,650
+11,800
822
$1.11M 0.01%
17,665
+7,477
823
$1.11M 0.01%
12,677
+5,508
824
$1.1M 0.01%
85,361
-13,843
825
$1.1M 0.01%
17,750
+1,743
31 32
33
34 35