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
926
$903K 0.01%
82,042
+4,400
927
$903K 0.01%
10,408
+34
928
$901K 0.01%
18,656
-842
929
$899K 0.01%
25,706
-1,617
930
$899K 0.01%
27,239
+1,906
931
$899K 0.01%
35,641
-33,260
932
$894K 0.01%
25,064
-439
933
$893K 0.01%
19,608
-2,737
934
$891K 0.01%
6,320
-3,395
935
$890K 0.01%
22,282
-3,336
936
$890K 0.01%
19,091
-9,465
937
$886K 0.01%
1,489
+94
938
$885K 0.01%
74,776
+16,391
939
$885K 0.01%
26,690
-438
940
$885K 0.01%
13,102
-74
941
$883K 0.01%
37,361
+195
942
$882K 0.01%
17,448
-1,404
943
$878K 0.01%
18,777
-1,461
944
$872K 0.01%
20,716
-82,921
945
$864K 0.01%
65,955
946
$863K 0.01%
19,609
+5,231
947
$862K 0.01%
37,756
+69
948
$862K 0.01%
36,810
+2,114
949
$861K 0.01%
25,078
-1,123
950
$860K 0.01%
45,337
+1,534
36 37
38
39 40