Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.81B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,457
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.62M
3
+$4.56M
4
GE icon
GE Aerospace
GE
+$4.07M
5
GILD icon
Gilead Sciences
GILD
+$3.9M

Top Sells

1
+$5.44M
2
+$5.43M
3
+$3.2M
4
DD
Du Pont De Nemours E I
DD
+$3.14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.89M

Sector Composition

1 Healthcare 6.47%
2 Financials 6.32%
3 Energy 6.11%
4 Technology 5.86%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$328K 0.01%
31,220
-77
1027
$328K 0.01%
90,935
+475
1028
$328K 0.01%
8,869
+1,213
1029
$327K 0.01%
14,940
+2,740
1030
$326K 0.01%
2,330
+329
1031
$326K 0.01%
27,870
-865
1032
$324K 0.01%
11,426
1033
$323K 0.01%
3,868
-229
1034
$323K 0.01%
6,373
+1,002
1035
$322K 0.01%
423
-24
1036
$322K 0.01%
38,679
+9,034
1037
$322K 0.01%
7,045
+1,779
1038
$322K 0.01%
8,269
+186
1039
$321K 0.01%
2,733
-31
1040
$321K 0.01%
+4,932
1041
$321K 0.01%
13,080
+480
1042
$319K 0.01%
134,049
+26,054
1043
$319K 0.01%
9,170
1044
$318K 0.01%
7,944
1045
$318K 0.01%
11,922
+206
1046
$317K 0.01%
6,071
+350
1047
$317K 0.01%
14,371
+3,241
1048
$316K 0.01%
15,000
1049
$315K 0.01%
13,411
+2,767
1050
$315K 0.01%
24,341
+6,441
40 41
42
43 44