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
101
$18.1M 0.23%
372,055
-16,805
102
$17.9M 0.22%
345,987
+34,861
103
$17.8M 0.22%
188,247
+3,417
104
$17.7M 0.22%
191,514
+3,417
105
$17.5M 0.22%
499,607
-23,392
106
$17.4M 0.22%
232,045
+9,091
107
$17M 0.21%
120,484
+25,876
108
$16.7M 0.21%
580,666
-1,987
109
$16.6M 0.21%
301,187
+27,035
110
$16.6M 0.21%
201,152
+14,825
111
$16.3M 0.2%
183,598
-18,048
112
$16.2M 0.2%
473,960
-60,600
113
$16.1M 0.2%
300,287
+854
114
$16.1M 0.2%
220,414
+11,367
115
$16M 0.2%
137,343
+3,385
116
$15.7M 0.2%
401,812
+52,054
117
$15.6M 0.19%
193,792
-16,856
118
$15.5M 0.19%
321,447
+120,511
119
$15.4M 0.19%
230,188
+14,944
120
$15.3M 0.19%
216,178
-5,514
121
$15.3M 0.19%
145,274
+7,324
122
$15.1M 0.19%
147,004
-7,337
123
$15M 0.19%
179,852
+280
124
$15M 0.19%
340,102
+14,193
125
$14.6M 0.18%
264,837
-33,679
3 4
5
6 7