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
1151
$685K 0.01%
+22,850
1152
$685K 0.01%
45,495
+2,215
1153
$684K 0.01%
27,971
-2,467
1154
$684K 0.01%
18,514
-15,002
1155
$683K 0.01%
30,709
-321
1156
$683K 0.01%
67,937
+10,002
1157
$681K 0.01%
21,412
-6,827
1158
$681K 0.01%
+41,415
1159
$679K 0.01%
10,938
+1,072
1160
$678K 0.01%
526
-30
1161
$678K 0.01%
12,225
-1,270
1162
$677K 0.01%
+50,897
1163
$675K 0.01%
+10,104
1164
$674K 0.01%
11,438
-3,462
1165
$674K 0.01%
3,354
+220
1166
$673K 0.01%
+20,873
1167
$673K 0.01%
31,443
-3,003
1168
$673K 0.01%
8,038
-678
1169
$673K 0.01%
+38,045
1170
$671K 0.01%
14,018
+1,585
1171
$669K 0.01%
13,298
-1,243
1172
$668K 0.01%
12,698
-6
1173
$667K 0.01%
29,428
+1,321
1174
$664K 0.01%
51,006
-2,654
1175
$664K 0.01%
6,645
-967
45 46
47
48 49