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
1426
$308K ﹤0.01%
30,839
+17,430
1427
$308K ﹤0.01%
8,920
-505
1428
$308K ﹤0.01%
20,520
+858
1429
$308K ﹤0.01%
3,280
-280
1430
$306K ﹤0.01%
20,433
+1,000
1431
$306K ﹤0.01%
20,970
-43,725
1432
$306K ﹤0.01%
5,609
+1,020
1433
$305K ﹤0.01%
+3,249
1434
$305K ﹤0.01%
10,953
1435
$304K ﹤0.01%
9,782
+2,064
1436
$304K ﹤0.01%
5,605
-5,325
1437
$304K ﹤0.01%
+6,925
1438
$303K ﹤0.01%
11,031
-418
1439
$302K ﹤0.01%
12,100
-9,185
1440
$302K ﹤0.01%
11,985
+955
1441
$301K ﹤0.01%
12,142
+1,414
1442
$301K ﹤0.01%
47,518
+11,530
1443
$300K ﹤0.01%
9,256
+63
1444
$300K ﹤0.01%
5,885
-1,444
1445
$299K ﹤0.01%
2,880
-234
1446
$299K ﹤0.01%
9,198
+408
1447
$297K ﹤0.01%
4,733
-519
1448
$296K ﹤0.01%
+6,996
1449
$296K ﹤0.01%
+11,482
1450
$295K ﹤0.01%
33,469
+2,646
56 57
58
59 60