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
1451
$294K ﹤0.01%
1,773
-3,245
1452
$292K ﹤0.01%
8,597
+600
1453
$292K ﹤0.01%
23,045
+1,425
1454
$291K ﹤0.01%
12,087
-1,866
1455
$289K ﹤0.01%
6,462
+228
1456
$288K ﹤0.01%
22,204
-1,500
1457
$287K ﹤0.01%
4,185
-2,228
1458
$286K ﹤0.01%
+9,753
1459
$286K ﹤0.01%
3,947
+335
1460
$286K ﹤0.01%
3,023
+333
1461
$285K ﹤0.01%
+15,534
1462
$284K ﹤0.01%
7,476
-212
1463
$284K ﹤0.01%
+1,984
1464
$283K ﹤0.01%
32,107
+7,680
1465
$282K ﹤0.01%
+6,000
1466
$281K ﹤0.01%
12,888
+516
1467
$280K ﹤0.01%
17,630
+3,695
1468
$280K ﹤0.01%
+5,639
1469
$277K ﹤0.01%
3,174
+14
1470
$277K ﹤0.01%
21,472
-360
1471
$276K ﹤0.01%
+10,875
1472
$276K ﹤0.01%
15,245
+241
1473
$275K ﹤0.01%
6,788
+878
1474
$275K ﹤0.01%
7,753
+504
1475
$275K ﹤0.01%
5,850
+1,401
57 58
59
60 61