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
1401
$326K ﹤0.01%
3,550
-732
1402
$326K ﹤0.01%
39,441
-948
1403
$325K ﹤0.01%
7,096
+652
1404
$325K ﹤0.01%
+4,807
1405
$324K ﹤0.01%
2,967
+485
1406
$323K ﹤0.01%
6,804
-2,664
1407
$323K ﹤0.01%
10,811
-10,899
1408
$323K ﹤0.01%
6,932
-972
1409
$322K ﹤0.01%
11,059
1410
$322K ﹤0.01%
21,133
+1,235
1411
$320K ﹤0.01%
13,410
+2,601
1412
$318K ﹤0.01%
10,930
+2,005
1413
$316K ﹤0.01%
39,407
-591
1414
$316K ﹤0.01%
23,827
-530
1415
$316K ﹤0.01%
23,401
+2,673
1416
$314K ﹤0.01%
11,414
-189
1417
$313K ﹤0.01%
31,029
+7,394
1418
$312K ﹤0.01%
+6,664
1419
$311K ﹤0.01%
8,083
+975
1420
$311K ﹤0.01%
2,712
-3,694
1421
$311K ﹤0.01%
19,101
-7,545
1422
$311K ﹤0.01%
13,750
-2,486
1423
$310K ﹤0.01%
7,012
+138
1424
$309K ﹤0.01%
9,600
+798
1425
$308K ﹤0.01%
3,428
-524
55 56
57
58 59