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
951
$860K 0.01%
12,413
+72
952
$859K 0.01%
43,476
+21,913
953
$853K 0.01%
46,569
+4,304
954
$852K 0.01%
51,344
-2,719
955
$851K 0.01%
63,771
-8,047
956
$850K 0.01%
7,438
+447
957
$846K 0.01%
109,586
-6,195
958
$845K 0.01%
17,845
+2,261
959
$843K 0.01%
14,131
+7,900
960
$843K 0.01%
30,793
-2,971
961
$835K 0.01%
7,901
-40
962
$835K 0.01%
11,113
+7,393
963
$833K 0.01%
10,518
-602
964
$833K 0.01%
6,856
+255
965
$832K 0.01%
12,841
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966
$829K 0.01%
15,872
+3
967
$828K 0.01%
22,008
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968
$827K 0.01%
48,214
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969
$827K 0.01%
14,810
+3,488
970
$824K 0.01%
81,653
+4,942
971
$822K 0.01%
58,519
+5,197
972
$821K 0.01%
52,605
-9,626
973
$817K 0.01%
56,831
-5,276
974
$814K 0.01%
28,831
+395
975
$812K 0.01%
19,118
+1,082
37 38
39
40 41