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
1301
$530K 0.01%
10,657
+1,109
1302
$530K 0.01%
25,458
+3,857
1303
$528K 0.01%
768
+30
1304
$528K 0.01%
8,296
+704
1305
$528K 0.01%
7,199
+2,473
1306
$527K 0.01%
9,986
-3,567
1307
$527K 0.01%
6,687
+82
1308
$526K 0.01%
+24,600
1309
$526K 0.01%
72,472
-824
1310
$520K 0.01%
1,669
-44
1311
$520K 0.01%
39,640
-15,850
1312
$518K 0.01%
8,607
+4,178
1313
$517K 0.01%
7,216
+165
1314
$517K 0.01%
37,164
-29,359
1315
$516K 0.01%
19,548
-1,116
1316
$515K 0.01%
14,705
+372
1317
$515K 0.01%
16,034
-2,921
1318
$515K 0.01%
11,735
+140
1319
$515K 0.01%
+10,796
1320
$514K 0.01%
27,302
+366
1321
$513K 0.01%
6,920
-9,587
1322
$513K 0.01%
22,890
+600
1323
$512K 0.01%
7,212
+946
1324
$511K 0.01%
40,252
-408
1325
$510K 0.01%
8,411
-900
51 52
53
54 55