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
1351
$486K ﹤0.01%
20,201
-930
1352
$485K ﹤0.01%
16,255
+2,896
1353
$485K ﹤0.01%
6,359
+700
1354
$484K ﹤0.01%
11,881
-443
1355
$482K ﹤0.01%
11,274
-2,257
1356
$478K ﹤0.01%
18,664
-73
1357
$478K ﹤0.01%
30,537
+4,497
1358
$478K ﹤0.01%
20,963
+5,224
1359
$476K ﹤0.01%
32,766
+13,453
1360
$475K ﹤0.01%
4,664
-20
1361
$473K ﹤0.01%
11,318
-382
1362
$470K ﹤0.01%
+12,448
1363
$468K ﹤0.01%
38,064
-33,221
1364
$467K ﹤0.01%
5,450
+91
1365
$465K ﹤0.01%
12,262
+5,345
1366
$462K ﹤0.01%
+13,154
1367
$462K ﹤0.01%
28,235
-350
1368
$461K ﹤0.01%
51,744
+12,898
1369
$460K ﹤0.01%
19,763
+4,925
1370
$459K ﹤0.01%
+21,887
1371
$458K ﹤0.01%
3,066
+843
1372
$457K ﹤0.01%
3,086
-1,140
1373
$457K ﹤0.01%
26,027
+4
1374
$457K ﹤0.01%
3,335
+216
1375
$454K ﹤0.01%
4,516
+500
53 54
55
56 57