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
851
$1.05M 0.01%
21,486
+3,637
852
$1.04M 0.01%
123,412
+84,812
853
$1.04M 0.01%
73,735
+21,856
854
$1.04M 0.01%
21,317
+1,360
855
$1.04M 0.01%
39,551
+2,721
856
$1.04M 0.01%
8,245
-380
857
$1.03M 0.01%
7,809
+1,802
858
$1.03M 0.01%
21,375
+1,423
859
$1.03M 0.01%
7,118
-12,020
860
$1.03M 0.01%
186,975
+14,945
861
$1.02M 0.01%
9,378
-3,851
862
$1.02M 0.01%
29,128
+5,212
863
$1.02M 0.01%
21,157
+1,119
864
$1.02M 0.01%
26,162
-8,400
865
$1.01M 0.01%
24,066
-232
866
$1.01M 0.01%
9,823
-21,225
867
$1.01M 0.01%
18,050
+3,150
868
$1.01M 0.01%
78,489
-4,844
869
$1M 0.01%
24,286
-2,714
870
$1M 0.01%
248,360
+9,475
871
$1M 0.01%
59,614
-20,092
872
$1M 0.01%
9,581
+211
873
$1M 0.01%
53,570
+2,426
874
$1M 0.01%
19,795
+2,050
875
$996K 0.01%
75,974
+2,753
33 34
35
36 37