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
1126
$562K 0.01%
42,928
+5,150
1127
$561K 0.01%
8,285
1128
$559K 0.01%
+10,736
1129
$557K 0.01%
25,908
+8,384
1130
$554K 0.01%
+9,565
1131
$554K 0.01%
16,633
1132
$554K 0.01%
4,433
+153
1133
$554K 0.01%
76,565
+10,000
1134
$552K 0.01%
15,292
+3,122
1135
$551K 0.01%
2,143
+583
1136
$551K 0.01%
+22,032
1137
$549K 0.01%
12,200
1138
$544K 0.01%
15,384
+2,469
1139
$543K 0.01%
15,302
+5,797
1140
$542K 0.01%
1,610
+150
1141
$540K 0.01%
13,553
+3,753
1142
$540K 0.01%
17,567
+2,607
1143
$539K 0.01%
9,315
+3,019
1144
$539K 0.01%
21,288
+900
1145
$538K 0.01%
25,252
+3,407
1146
$538K 0.01%
12,505
+1,315
1147
$537K 0.01%
5,874
-760
1148
$534K 0.01%
14,045
-50
1149
$532K 0.01%
9,855
+500
1150
$531K 0.01%
9,900
+4,703
44 45
46
47 48