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
76
$24.3M 0.3%
131,150
+10,485
77
$24M 0.3%
217,070
+32,946
78
$23.6M 0.29%
935,907
+21,267
79
$23.2M 0.29%
183,392
+8,502
80
$22.2M 0.28%
274,492
+3,627
81
$22.1M 0.28%
452,298
+23,458
82
$22.1M 0.28%
433,357
+53,988
83
$21.8M 0.27%
623,024
-4,236
84
$21.4M 0.27%
278,736
+7,514
85
$21.1M 0.26%
270,551
-14,431
86
$20.7M 0.26%
664,150
+26,736
87
$20.6M 0.26%
344,244
+22,635
88
$20.5M 0.26%
377,736
+62,247
89
$20.1M 0.25%
124,488
+8,633
90
$20M 0.25%
82,154
+2,944
91
$19.9M 0.25%
268,972
+36,632
92
$19.8M 0.25%
394,474
+22,798
93
$19.7M 0.25%
196,565
+22,678
94
$19.4M 0.24%
351,439
+20,423
95
$19.4M 0.24%
69,712
+4,736
96
$19M 0.24%
204,909
+1,832
97
$18.6M 0.23%
121,497
-4,304
98
$18.5M 0.23%
144,601
+5,643
99
$18.5M 0.23%
126,943
+5,622
100
$18.2M 0.23%
330,966
+40,044
2 3
4
5 6