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
1001
$758K 0.01%
22,400
1002
$755K 0.01%
26,564
+2,028
1003
$754K 0.01%
+16,870
1004
$753K 0.01%
11,535
+46
1005
$750K 0.01%
11,475
+4,668
1006
$750K 0.01%
28,525
+1,786
1007
$748K 0.01%
9,564
-1,012
1008
$748K 0.01%
26,288
-670
1009
$747K 0.01%
7,000
-300
1010
$746K 0.01%
3,882
+131
1011
$744K 0.01%
62,960
+4,138
1012
$743K 0.01%
5,837
+540
1013
$734K 0.01%
8,920
+162
1014
$734K 0.01%
+28,234
1015
$733K 0.01%
7,879
+250
1016
$732K 0.01%
8,828
-550
1017
$732K 0.01%
66,090
-11,372
1018
$731K 0.01%
14,815
-5,555
1019
$730K 0.01%
52,700
+1,562
1020
$730K 0.01%
21,869
+152
1021
$727K 0.01%
51,582
+3,229
1022
$727K 0.01%
13,034
+1,318
1023
$724K 0.01%
27,214
+1,397
1024
$722K 0.01%
4,961
+886
1025
$720K 0.01%
22,054
+13,234
39 40
41
42 43