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
876
$994K 0.01%
8,870
+1,148
877
$993K 0.01%
13,707
-2,405
878
$991K 0.01%
10,959
+1,085
879
$988K 0.01%
30,019
-1,126
880
$987K 0.01%
40,033
+4,989
881
$986K 0.01%
50,195
+2,247
882
$982K 0.01%
42,367
+7,687
883
$982K 0.01%
40,728
+2,110
884
$980K 0.01%
22,609
+4,160
885
$980K 0.01%
14,567
+151
886
$976K 0.01%
22,161
-502
887
$975K 0.01%
+30,723
888
$974K 0.01%
33,582
+1,374
889
$972K 0.01%
22,070
+999
890
$970K 0.01%
44,177
+5,280
891
$970K 0.01%
8,726
+499
892
$968K 0.01%
56,695
+7,775
893
$961K 0.01%
15,682
+3,537
894
$956K 0.01%
12,188
+1,139
895
$956K 0.01%
10,797
-21,302
896
$955K 0.01%
21,766
-1,576
897
$954K 0.01%
12,371
+8,296
898
$953K 0.01%
21,174
+5,399
899
$953K 0.01%
16,824
+4,040
900
$952K 0.01%
17,753
+776