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
1326
$510K 0.01%
1,753
-33
1327
$508K 0.01%
10,635
-1,671
1328
$506K 0.01%
+9,441
1329
$506K 0.01%
32,308
-1,246
1330
$504K 0.01%
14,827
+6,784
1331
$504K 0.01%
+5,696
1332
$504K 0.01%
12,730
-2,115
1333
$503K 0.01%
4,405
+2,746
1334
$503K 0.01%
8,311
-1,702
1335
$502K 0.01%
855
-51
1336
$498K 0.01%
11,331
+2,827
1337
$497K 0.01%
32,374
+9,041
1338
$496K 0.01%
13,680
+3,350
1339
$496K 0.01%
51,169
-29,911
1340
$495K 0.01%
34,492
-15,218
1341
$493K 0.01%
2,366
+536
1342
$492K 0.01%
6,251
-1,882
1343
$492K 0.01%
9,013
-6,178
1344
$491K ﹤0.01%
5,528
+296
1345
$490K ﹤0.01%
17,886
-1,746
1346
$490K ﹤0.01%
26,975
+15,375
1347
$489K ﹤0.01%
13,739
+3,424
1348
$488K ﹤0.01%
36,181
-2,119
1349
$487K ﹤0.01%
49,172
+303
1350
$486K ﹤0.01%
2,306
+143
52 53
54
55 56