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
1201
$472K 0.01%
164,549
-3,498
1202
$472K 0.01%
7,795
-78
1203
$472K 0.01%
18,988
+1,375
1204
$471K 0.01%
+17,949
1205
$469K 0.01%
7,357
+230
1206
$469K 0.01%
9,066
-2,685
1207
$469K 0.01%
29,758
+1,444
1208
$468K 0.01%
11,297
-10
1209
$467K 0.01%
17,490
+1,778
1210
$467K 0.01%
4,502
+3,268
1211
$466K 0.01%
7,361
+2,218
1212
$465K 0.01%
56,497
-3,947
1213
$463K 0.01%
22,647
+265
1214
$463K 0.01%
68,462
-3,739
1215
$462K 0.01%
11,969
-470
1216
$460K 0.01%
7,051
-1,486
1217
$459K 0.01%
32,000
+4,050
1218
$458K 0.01%
3,051
+112
1219
$456K 0.01%
24,299
+7,175
1220
$455K 0.01%
11,715
-3,805
1221
$453K 0.01%
9,173
+624
1222
$452K 0.01%
+17,950
1223
$451K 0.01%
9,882
+493
1224
$450K 0.01%
9,628
-5,662
1225
$450K 0.01%
20,168
+114
47 48
49
50 51