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
901
$952K 0.01%
12,803
+149
902
$947K 0.01%
84,425
-13,926
903
$943K 0.01%
54,226
+5,935
904
$942K 0.01%
13,364
+4,656
905
$942K 0.01%
52,278
-413
906
$937K 0.01%
30,961
+19,962
907
$937K 0.01%
23,399
+2,971
908
$934K 0.01%
42,850
+1,000
909
$933K 0.01%
11,895
+2,576
910
$928K 0.01%
+4,417
911
$925K 0.01%
19,150
+2,619
912
$924K 0.01%
8,183
-27,926
913
$923K 0.01%
10,924
+864
914
$922K 0.01%
11,820
+4,614
915
$922K 0.01%
44,714
-250
916
$917K 0.01%
24,697
+1,455
917
$915K 0.01%
9,055
+635
918
$915K 0.01%
489
+44
919
$915K 0.01%
42,480
-42,280
920
$912K 0.01%
289,528
+202,089
921
$912K 0.01%
68,157
+5,830
922
$910K 0.01%
19,224
+3,270
923
$909K 0.01%
14,084
+6,943
924
$907K 0.01%
+18,029
925
$906K 0.01%
86,794
+600
35 36
37
38 39