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
1251
$431K 0.01%
6,488
-1,945
1252
$431K 0.01%
15,982
+342
1253
$430K 0.01%
12,358
-2,438
1254
$429K 0.01%
4,790
-12,758
1255
$427K 0.01%
67,335
-1,252
1256
$427K 0.01%
16,976
-1,436
1257
$427K 0.01%
6,064
+525
1258
$426K 0.01%
9,097
+2,109
1259
$426K 0.01%
30,358
-436
1260
$425K 0.01%
20,005
+6,687
1261
$423K 0.01%
8,715
+542
1262
$423K 0.01%
+8,577
1263
$423K 0.01%
4,867
-154
1264
$422K 0.01%
594
+21
1265
$422K 0.01%
4,015
-823
1266
$421K 0.01%
20,886
+4,122
1267
$420K 0.01%
20,075
-3,894
1268
$420K 0.01%
10,982
-845
1269
$420K 0.01%
12,187
-401
1270
$419K 0.01%
5,475
1271
$419K 0.01%
27,723
-91,304
1272
$418K 0.01%
58,784
-31
1273
$417K 0.01%
6,281
+640
1274
$416K 0.01%
3,570
+1,719
1275
$416K 0.01%
3,435
+62
49 50
51
52 53