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
1176
$498K 0.01%
18,250
+6,384
1177
$497K 0.01%
14,000
+1,527
1178
$497K 0.01%
12,912
-97
1179
$496K 0.01%
26,515
-28
1180
$495K 0.01%
20,544
-48
1181
$495K 0.01%
9,684
-2,191
1182
$493K 0.01%
43,528
+1,862
1183
$492K 0.01%
6,061
-17
1184
$491K 0.01%
15,576
+808
1185
$491K 0.01%
8,494
1186
$489K 0.01%
3,871
-255
1187
$487K 0.01%
15,405
+934
1188
$487K 0.01%
2,524
+398
1189
$485K 0.01%
17,493
+635
1190
$481K 0.01%
+27,846
1191
$480K 0.01%
21,109
+753
1192
$479K 0.01%
+17,134
1193
$478K 0.01%
13,979
-19
1194
$477K 0.01%
18,738
+289
1195
$475K 0.01%
11,750
-1,450
1196
$475K 0.01%
13,596
+1,747
1197
$474K 0.01%
10,871
+3,498
1198
$474K 0.01%
+21,698
1199
$473K 0.01%
7,887
-178
1200
$473K 0.01%
7,464
-11,506
46 47
48
49 50