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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$575K 0.01%
15,161
+5,176
1252
$574K 0.01%
6,138
+1,690
1253
$573K 0.01%
6,901
+4,209
1254
$570K 0.01%
6,807
+2,322
1255
$569K 0.01%
39,224
-1,160
1256
$569K 0.01%
7,149
+2,648
1257
$568K 0.01%
31,575
+500
1258
$568K 0.01%
33,514
-13,721
1259
$567K 0.01%
27,329
-658
1260
$567K 0.01%
19,243
-912
1261
$567K 0.01%
+25,333
1262
$565K 0.01%
53,791
+550
1263
$563K 0.01%
12,668
-15
1264
$563K 0.01%
49,400
-3,995
1265
$562K 0.01%
24,416
+3,249
1266
$562K 0.01%
5,693
-2,421
1267
$561K 0.01%
7,288
+1,860
1268
$561K 0.01%
10,936
-1,141
1269
$561K 0.01%
45,391
-7,273
1270
$560K 0.01%
12,056
-3,480
1271
$560K 0.01%
19,126
+1,838
1272
$559K 0.01%
21,681
-17,023
1273
$559K 0.01%
17,665
-110
1274
$559K 0.01%
57,800
+2,120
1275
$558K 0.01%
10,579
+3,428
49 50
51
52 53