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
126
$14.5M 0.18%
106,995
+11,616
127
$14.4M 0.18%
322,163
+36,317
128
$14.4M 0.18%
332,115
-23,614
129
$14.4M 0.18%
164,528
-6,767
130
$14.4M 0.18%
491,067
+19,444
131
$14.3M 0.18%
168,830
+21,179
132
$14.2M 0.18%
114,090
+6,454
133
$14.1M 0.18%
33,490
+1,026
134
$14M 0.17%
169,239
-13,523
135
$13.9M 0.17%
177,253
-5,439
136
$13.6M 0.17%
407,620
+48,419
137
$13.5M 0.17%
299,401
+14,644
138
$13.5M 0.17%
122,523
+3,336
139
$13.4M 0.17%
204,088
+22,876
140
$13.4M 0.17%
125,006
+4,807
141
$13.4M 0.17%
112,096
+3,614
142
$13.4M 0.17%
295,065
+11,210
143
$13.4M 0.17%
246,069
+260
144
$13.4M 0.17%
276,637
+6,730
145
$13.2M 0.16%
226,229
-16,578
146
$13.1M 0.16%
178,375
+10,734
147
$13M 0.16%
173,905
-2,455
148
$13M 0.16%
220,218
+42,429
149
$13M 0.16%
91,974
+3,176
150
$12.8M 0.16%
231,332
+5,737
4 5
6
7 8