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
901
$1.14M 0.01%
41,857
+21,905
902
$1.14M 0.01%
18,933
+1,773
903
$1.13M 0.01%
543
-103
904
$1.13M 0.01%
37,008
+8,101
905
$1.13M 0.01%
68,210
-2,128
906
$1.13M 0.01%
30,080
-2,824
907
$1.13M 0.01%
22,579
-591
908
$1.13M 0.01%
21,467
+83
909
$1.13M 0.01%
22,624
+3,174
910
$1.13M 0.01%
18,848
-4,072
911
$1.12M 0.01%
73,048
+13,874
912
$1.12M 0.01%
+33,511
913
$1.12M 0.01%
108,529
+17,318
914
$1.11M 0.01%
96,627
-525
915
$1.11M 0.01%
102,239
+4,737
916
$1.11M 0.01%
10,462
+1,224
917
$1.1M 0.01%
+57,135
918
$1.1M 0.01%
45,946
+429
919
$1.1M 0.01%
+18,304
920
$1.09M 0.01%
29,818
-21,081
921
$1.09M 0.01%
40,407
-1,403
922
$1.09M 0.01%
45,533
+151
923
$1.09M 0.01%
+28,069
924
$1.09M 0.01%
148,301
+14,500
925
$1.08M 0.01%
18,051
+4,627
35 36
37
38 39