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
801
$1.45M 0.01%
34,412
+728
802
$1.45M 0.01%
17,270
+6,726
803
$1.44M 0.01%
23,267
+12,941
804
$1.44M 0.01%
33,765
+3,800
805
$1.44M 0.01%
29,671
-1,089
806
$1.44M 0.01%
16,598
-633
807
$1.43M 0.01%
108,002
-49
808
$1.43M 0.01%
20,711
+2,385
809
$1.42M 0.01%
195,223
+5,250
810
$1.42M 0.01%
13,165
+6,733
811
$1.41M 0.01%
45,779
+31,895
812
$1.41M 0.01%
19,484
-1,192
813
$1.41M 0.01%
18,272
-403
814
$1.41M 0.01%
32,502
-3,200
815
$1.4M 0.01%
117,753
-8,932
816
$1.39M 0.01%
35,679
+102
817
$1.39M 0.01%
22,421
+279
818
$1.39M 0.01%
19,908
+1,706
819
$1.39M 0.01%
34,742
+289
820
$1.39M 0.01%
44,778
-286
821
$1.39M 0.01%
27,018
-817
822
$1.39M 0.01%
105,904
-5,190
823
$1.38M 0.01%
28,656
+9,427
824
$1.38M 0.01%
43,215
-7,292
825
$1.36M 0.01%
421,400
+27,050
31 32
33
34 35