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
1376
$340K ﹤0.01%
41,055
+9,283
1377
$339K ﹤0.01%
+9,809
1378
$339K ﹤0.01%
8,541
+1,105
1379
$338K ﹤0.01%
7,217
+423
1380
$338K ﹤0.01%
1,926
1381
$338K ﹤0.01%
6,151
+425
1382
$336K ﹤0.01%
13,194
-228
1383
$335K ﹤0.01%
10,407
-600
1384
$334K ﹤0.01%
+1,470
1385
$334K ﹤0.01%
+9,750
1386
$333K ﹤0.01%
4,269
+200
1387
$332K ﹤0.01%
8,104
+1,824
1388
$332K ﹤0.01%
17,906
+3,357
1389
$332K ﹤0.01%
5,384
-104
1390
$331K ﹤0.01%
7,581
+438
1391
$331K ﹤0.01%
16,809
-2,382
1392
$331K ﹤0.01%
5,825
-431
1393
$330K ﹤0.01%
12,050
+1,350
1394
$328K ﹤0.01%
48,250
+513
1395
$326K ﹤0.01%
7,195
+2,674
1396
$326K ﹤0.01%
43,590
+3,275
1397
$326K ﹤0.01%
+12,690
1398
$326K ﹤0.01%
5,952
-1,203
1399
$326K ﹤0.01%
17,796
+471
1400
$326K ﹤0.01%
10,283
+1,542