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
976
$811K 0.01%
8,877
-49,239
977
$809K 0.01%
12,088
+1,732
978
$808K 0.01%
14,577
-33
979
$807K 0.01%
86,240
-30,192
980
$806K 0.01%
20,449
-3,152
981
$806K 0.01%
53,456
+4,244
982
$801K 0.01%
47,149
+5,162
983
$798K 0.01%
18,674
+2,256
984
$797K 0.01%
56,952
+1,136
985
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25,410
+4,483
986
$792K 0.01%
3,275
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987
$791K 0.01%
20,032
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988
$788K 0.01%
27,717
+5,798
989
$784K 0.01%
35,292
-67,665
990
$782K 0.01%
30,114
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991
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90,010
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992
$779K 0.01%
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993
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3,362
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994
$775K 0.01%
44,961
-2,069
995
$771K 0.01%
12,285
-1,807
996
$771K 0.01%
27,019
+8,132
997
$765K 0.01%
39,931
+7,600
998
$764K 0.01%
+7,566
999
$762K 0.01%
+28,312
1000
$761K 0.01%
34,800
+696
38 39
40
41 42