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
1076
$638K 0.01%
22,912
+370
1077
$635K 0.01%
10,299
+343
1078
$633K 0.01%
39,783
-3,815
1079
$633K 0.01%
3,922
+792
1080
$630K 0.01%
7,467
+878
1081
$630K 0.01%
14,645
+9,220
1082
$626K 0.01%
11,914
+1,256
1083
$624K 0.01%
36,912
1084
$623K 0.01%
4,482
+1,256
1085
$622K 0.01%
11,203
-2,435
1086
$621K 0.01%
20,485
+1,735
1087
$621K 0.01%
6,619
+113
1088
$618K 0.01%
20,595
+622
1089
$617K 0.01%
13,856
-777
1090
$616K 0.01%
5,889
+2,753
1091
$614K 0.01%
26,434
-9,706
1092
$613K 0.01%
37,134
+2,825
1093
$612K 0.01%
27,395
+7,157
1094
$610K 0.01%
33,285
+16,685
1095
$609K 0.01%
26,692
-13,344
1096
$606K 0.01%
112,188
+75,408
1097
$604K 0.01%
46,539
-1,422
1098
$600K 0.01%
7,858
-368
1099
$599K 0.01%
13,916
-19,876
1100
$599K 0.01%
11,162
+1