Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.81B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,457
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.62M
3
+$4.56M
4
GE icon
GE Aerospace
GE
+$4.07M
5
GILD icon
Gilead Sciences
GILD
+$3.9M

Top Sells

1
+$5.44M
2
+$5.43M
3
+$3.2M
4
DD
Du Pont De Nemours E I
DD
+$3.14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.89M

Sector Composition

1 Healthcare 6.47%
2 Financials 6.32%
3 Energy 6.11%
4 Technology 5.86%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
– –
-23,946
1452
– –
-3,422
1453
– –
-4,982
1454
– –
-16,961
1455
– –
-8,300
1456
– –
-2,682
1457
– –
-3,827
1458
– –
-3,060
1459
– –
-10,600
1460
– –
-440
1461
– –
-4,315
1462
– –
-42
1463
– –
-8,250
1464
– –
-5,500
1465
– –
-2,254
1466
– –
-10,475
1467
– –
-19,756
1468
– –
-6,750
1469
– –
-1,413
1470
– –
-2,846
1471
– –
-7,719
1472
– –
-9,025
1473
– –
-39,750
1474
– –
-7,948
1475
– –
-7,397
57 58
59
60 61