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
$5.68B
AUM Growth
+$773M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,568
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$102M
3
+$84.4M
4
T icon
AT&T
T
+$66.9M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$65.8M

Top Sells

1
+$75.2M
2
+$69M
3
+$66.1M
4
GE icon
GE Aerospace
GE
+$64.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$57M

Sector Composition

1 Healthcare 10.12%
2 Financials 8.18%
3 Technology 7.99%
4 Industrials 6.78%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.6M 0.19%
196,685
-172,417
127
$10.6M 0.19%
166,271
-126,766
128
$10.3M 0.18%
+77,265
129
$10.2M 0.18%
115,156
-114,596
130
$10.1M 0.18%
+130,586
131
$10.1M 0.18%
196,623
-260,323
132
$10.1M 0.18%
219,209
-209,631
133
$9.98M 0.18%
41,629
-34,383
134
$9.97M 0.18%
+133,377
135
$9.9M 0.17%
+262,450
136
$9.87M 0.17%
212,201
+16,558
137
$9.72M 0.17%
178,244
-147,506
138
$9.66M 0.17%
+136,965
139
$9.66M 0.17%
+209,121
140
$9.62M 0.17%
+150,821
141
$9.61M 0.17%
+82,791
142
$9.52M 0.17%
206,598
-159,882
143
$9.51M 0.17%
+176,478
144
$9.41M 0.17%
+81,511
145
$9.39M 0.17%
83,588
-82,164
146
$9.3M 0.16%
+402,223
147
$9.26M 0.16%
247,776
-212,816
148
$9.21M 0.16%
+189,462
149
$9.16M 0.16%
70,758
-65,844
150
$9.12M 0.16%
+277,404
4 5
6
7 8