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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.1M 0.18%
190,531
-23,554
127
$17.6M 0.18%
261,352
+21,827
128
$17.6M 0.18%
484,277
+2,692
129
$17.1M 0.17%
178,607
+8,119
130
$17.1M 0.17%
203,556
+14,976
131
$17M 0.17%
130,149
+10,917
132
$17M 0.17%
219,305
-4,308
133
$16.9M 0.17%
99,125
+1,037
134
$16.6M 0.17%
227,378
+12,207
135
$16.5M 0.17%
264,985
+9,297
136
$16.2M 0.16%
312,091
+43,193
137
$16.2M 0.16%
276,771
+15,602
138
$16.2M 0.16%
96,022
+21,422
139
$16.2M 0.16%
286,543
-6,213
140
$16.1M 0.16%
120,129
+27,359
141
$16.1M 0.16%
343,097
+6,315
142
$15.7M 0.16%
195,845
-93,993
143
$15.7M 0.16%
152,203
-17,067
144
$15.7M 0.16%
71,022
-179
145
$15.7M 0.16%
206,350
+5,915
146
$15.5M 0.16%
137,096
+8,852
147
$15.3M 0.15%
555,498
+100,328
148
$15.3M 0.15%
355,631
+13,942
149
$15.2M 0.15%
100,237
-1,011
150
$15.2M 0.15%
134,011
+2,671
4 5
6
7 8