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 7.97%
4 Industrials 6.79%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-88,836
1552
– –
-75,142
1553
– –
-56,064
1554
– –
-4,220
1555
– –
-42,000
1556
– –
-20,276
1557
– –
-43,620
1558
– –
-12,190
1559
– –
-37,134
1560
– –
-9,462
1561
– –
-22,608
1562
– –
-23,058
1563
– –
-45,328
1564
– –
-16,472
1565
– –
-42,836
1566
– –
-63,840
1567
– –
-377,886
1568
– –
-3,468
59 60 61 62
63