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
826
$1.36M 0.01%
136,652
-6,292
827
$1.36M 0.01%
67,164
+2,631
828
$1.36M 0.01%
27,780
+1,028
829
$1.36M 0.01%
77,564
-7,933
830
$1.36M 0.01%
203,187
+4,488
831
$1.35M 0.01%
12,316
+3,405
832
$1.35M 0.01%
39,041
+5,171
833
$1.35M 0.01%
76,249
+23,892
834
$1.34M 0.01%
49,012
-42,703
835
$1.34M 0.01%
79,381
+4,027
836
$1.34M 0.01%
146,926
+22,120
837
$1.34M 0.01%
11,712
+279
838
$1.33M 0.01%
19,153
+2,040
839
$1.33M 0.01%
81,179
-14
840
$1.32M 0.01%
33,282
-375
841
$1.32M 0.01%
27,415
+1,202
842
$1.31M 0.01%
24,295
+888
843
$1.31M 0.01%
42,377
-12,875
844
$1.31M 0.01%
32,908
+376
845
$1.31M 0.01%
67,945
+136
846
$1.3M 0.01%
1,008
+4
847
$1.3M 0.01%
19,567
+9,786
848
$1.29M 0.01%
10,667
+3,103
849
$1.29M 0.01%
18,453
+711
850
$1.28M 0.01%
23,572
-28
32 33
34
35 36