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
826
$1.1M 0.01%
8,315
-367
827
$1.1M 0.01%
+15,700
828
$1.1M 0.01%
37,536
+4,865
829
$1.1M 0.01%
8,054
-12,104
830
$1.1M 0.01%
35,047
+6,052
831
$1.09M 0.01%
119,139
+26,758
832
$1.09M 0.01%
147,464
+14,215
833
$1.09M 0.01%
12,916
-90
834
$1.09M 0.01%
27,552
+2,580
835
$1.08M 0.01%
39,286
+1,210
836
$1.08M 0.01%
20,755
+449
837
$1.08M 0.01%
16,699
-7,859
838
$1.08M 0.01%
18,450
-1,250
839
$1.08M 0.01%
11,015
-144
840
$1.07M 0.01%
9,622
-2,683
841
$1.07M 0.01%
11,544
+1,052
842
$1.07M 0.01%
42,043
+599
843
$1.06M 0.01%
24,013
-633
844
$1.06M 0.01%
118,974
-1,240
845
$1.06M 0.01%
60,830
-4,916
846
$1.06M 0.01%
45,703
+1,442
847
$1.05M 0.01%
37,555
+9,876
848
$1.05M 0.01%
11,565
-771
849
$1.05M 0.01%
67,414
+13,897
850
$1.05M 0.01%
18,275
+1,102
32 33
34
35 36