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
1476
$382K ﹤0.01%
7,561
-1,837
1477
$381K ﹤0.01%
4,317
+257
1478
$378K ﹤0.01%
2,697
-1,460
1479
$378K ﹤0.01%
11,053
1480
$377K ﹤0.01%
17,383
-4,312
1481
$376K ﹤0.01%
7,363
+320
1482
$376K ﹤0.01%
12,072
+476
1483
$375K ﹤0.01%
12,761
-503
1484
$375K ﹤0.01%
+6,711
1485
$375K ﹤0.01%
+6,575
1486
$375K ﹤0.01%
26,513
-3,270
1487
$375K ﹤0.01%
11,676
-1,146
1488
$375K ﹤0.01%
4,489
-4,511
1489
$374K ﹤0.01%
28,459
-3,743
1490
$374K ﹤0.01%
4,969
+1,688
1491
$374K ﹤0.01%
29,778
+4,833
1492
$374K ﹤0.01%
9,263
-28,205
1493
$373K ﹤0.01%
20,714
-5,586
1494
$373K ﹤0.01%
10,764
+200
1495
$373K ﹤0.01%
2,864
-658
1496
$372K ﹤0.01%
13,418
+565
1497
$372K ﹤0.01%
14,611
+8,884
1498
$371K ﹤0.01%
18,462
-314
1499
$371K ﹤0.01%
6,397
-131
1500
$370K ﹤0.01%
+13,327
58 59
60
61 62