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
1051
$677K 0.01%
9,416
+82
1052
$674K 0.01%
5,982
+1,411
1053
$670K 0.01%
8,092
+719
1054
$669K 0.01%
17,364
+1,145
1055
$669K 0.01%
+4,320
1056
$668K 0.01%
50,596
-815
1057
$668K 0.01%
11,433
-118
1058
$664K 0.01%
526
+15
1059
$664K 0.01%
66,691
+4,516
1060
$662K 0.01%
35,175
+4,200
1061
$660K 0.01%
53,368
-1,900
1062
$653K 0.01%
16,456
-1,381
1063
$651K 0.01%
69,108
-1,453
1064
$649K 0.01%
9,237
+216
1065
$647K 0.01%
15,898
-1,420
1066
$646K 0.01%
25,615
+16,047
1067
$645K 0.01%
45,575
+18,644
1068
$644K 0.01%
44,101
+9,909
1069
$643K 0.01%
10,841
+351
1070
$643K 0.01%
22,640
+7,856
1071
$643K 0.01%
+22,959
1072
$642K 0.01%
13,241
-609
1073
$641K 0.01%
12,868
-14,772
1074
$641K 0.01%
9,949
+2,348
1075
$639K 0.01%
10,339
-4,861
41 42
43
44 45