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
1026
$719K 0.01%
112,094
+790
1027
$719K 0.01%
17,671
+535
1028
$718K 0.01%
63,639
1029
$717K 0.01%
+6,014
1030
$717K 0.01%
+37,390
1031
$716K 0.01%
29,705
+2,183
1032
$715K 0.01%
43,576
1033
$715K 0.01%
24,399
+7,335
1034
$715K 0.01%
9,750
+39
1035
$714K 0.01%
10,212
+4,210
1036
$709K 0.01%
19,585
-470
1037
$707K 0.01%
4,277
-568
1038
$701K 0.01%
13,034
+6
1039
$701K 0.01%
33,715
+4,703
1040
$697K 0.01%
66,797
-1,378
1041
$692K 0.01%
18,498
1042
$692K 0.01%
13,587
-1,925
1043
$691K 0.01%
53,154
+2,436
1044
$687K 0.01%
7,740
+1,949
1045
$684K 0.01%
41,678
+3,231
1046
$682K 0.01%
67,773
+6,900
1047
$681K 0.01%
20,078
1048
$680K 0.01%
42,276
+5,962
1049
$680K 0.01%
+16,008
1050
$678K 0.01%
53,741
+175
40 41
42
43 44