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
1226
$449K 0.01%
36,042
-32,317
1227
$449K 0.01%
3,120
1228
$449K 0.01%
16,018
+211
1229
$449K 0.01%
3,698
+2,139
1230
$449K 0.01%
9,527
-2,010
1231
$447K 0.01%
14,082
-715
1232
$446K 0.01%
10,425
-6
1233
$445K 0.01%
4,736
+553
1234
$445K 0.01%
32,590
-61,731
1235
$444K 0.01%
10,204
+1,369
1236
$444K 0.01%
15,850
+750
1237
$443K 0.01%
9,771
+1,472
1238
$443K 0.01%
12,486
+1,732
1239
$443K 0.01%
78,291
+52,927
1240
$441K 0.01%
23,067
+3,079
1241
$441K 0.01%
27,435
1242
$439K 0.01%
6,699
1243
$439K 0.01%
6,110
-510
1244
$439K 0.01%
25,631
-2,495
1245
$438K 0.01%
6,994
1246
$438K 0.01%
29,900
-5,389
1247
$438K 0.01%
19,341
+3,586
1248
$434K 0.01%
13,161
+3,202
1249
$433K 0.01%
12,031
+30
1250
$431K 0.01%
4,084
+538
48 49
50
51 52