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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$713K 0.01%
79,922
+8,652
1127
$713K 0.01%
10,601
+38
1128
$712K 0.01%
17,955
+121
1129
$711K 0.01%
12,424
+594
1130
$708K 0.01%
8,243
+4,067
1131
$708K 0.01%
55,161
-475
1132
$707K 0.01%
11,784
-1,640
1133
$706K 0.01%
6,707
+1,481
1134
$704K 0.01%
8,559
+3,805
1135
$703K 0.01%
5,845
-525
1136
$703K 0.01%
14,529
-1,704
1137
$701K 0.01%
16,616
+2,152
1138
$699K 0.01%
56,094
-1,669
1139
$698K 0.01%
5,891
+598
1140
$695K 0.01%
+15,757
1141
$694K 0.01%
60,024
-4,375
1142
$694K 0.01%
40,010
-585
1143
$694K 0.01%
19,389
+7,387
1144
$694K 0.01%
4,646
+972
1145
$693K 0.01%
34,598
-8,514
1146
$693K 0.01%
28,875
+5,814
1147
$691K 0.01%
13,248
+3,184
1148
$690K 0.01%
17,931
+393
1149
$689K 0.01%
10,662
-102
1150
$689K 0.01%
+9,299
44 45
46
47 48