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
1276
$416K 0.01%
3,795
+295
1277
$415K 0.01%
19,229
-95
1278
$415K 0.01%
3,357
+1,109
1279
$414K 0.01%
22,630
-72
1280
$414K 0.01%
+294
1281
$413K 0.01%
21,725
+666
1282
$413K 0.01%
+6,589
1283
$412K 0.01%
18,870
+450
1284
$412K 0.01%
+6,870
1285
$412K 0.01%
8,708
+178
1286
$411K 0.01%
16,282
+5,093
1287
$410K 0.01%
3,875
-1,900
1288
$409K 0.01%
17,258
+810
1289
$409K 0.01%
22,791
-3,077
1290
$409K 0.01%
+5,955
1291
$409K 0.01%
10,361
-3,555
1292
$409K 0.01%
35,751
-27,114
1293
$409K 0.01%
22,585
-2,595
1294
$409K 0.01%
6,688
+824
1295
$407K 0.01%
5,129
1296
$406K 0.01%
7,088
+555
1297
$406K 0.01%
66,724
-43,749
1298
$404K 0.01%
8,360
+450
1299
$404K 0.01%
9,915
+3,875
1300
$403K 0.01%
10,933
-772
50 51
52
53 54