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
1101
$287K 0.01%
8,220
-200
1102
$286K 0.01%
34,609
-2,114
1103
$285K 0.01%
11,935
+1,292
1104
$285K 0.01%
5,950
+2,150
1105
$285K 0.01%
+6,513
1106
$284K 0.01%
11,500
-700
1107
$283K 0.01%
2,008
+11
1108
$282K 0.01%
33,133
+9,009
1109
$282K 0.01%
5,200
-411
1110
$281K 0.01%
11,132
-175
1111
$280K 0.01%
+8,450
1112
$280K 0.01%
5,843
-755
1113
$280K 0.01%
28,792
+2,074
1114
$279K 0.01%
+10,901
1115
$278K 0.01%
10,969
-1,203
1116
$278K 0.01%
546
1117
$278K 0.01%
11,038
+688
1118
$278K 0.01%
4,716
-939
1119
$277K 0.01%
4,573
+877
1120
$277K 0.01%
8,584
-608
1121
$277K 0.01%
5,910
-1,568
1122
$276K 0.01%
12,025
-330
1123
$276K 0.01%
+10,660
1124
$276K 0.01%
7,132
-744
1125
$276K 0.01%
6,923
-170