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
1551
$234K ﹤0.01%
+871
1552
$234K ﹤0.01%
+4,000
1553
$233K ﹤0.01%
22,954
1554
$233K ﹤0.01%
+7,834
1555
$233K ﹤0.01%
+5,715
1556
$232K ﹤0.01%
10,750
+100
1557
$232K ﹤0.01%
42,092
+790
1558
$232K ﹤0.01%
+13,924
1559
$232K ﹤0.01%
+3,783
1560
$231K ﹤0.01%
+8,300
1561
$231K ﹤0.01%
6,635
+602
1562
$230K ﹤0.01%
16,776
+934
1563
$228K ﹤0.01%
+20,600
1564
$228K ﹤0.01%
10,242
-4,032
1565
$228K ﹤0.01%
9,161
1566
$227K ﹤0.01%
3,704
-7,440
1567
$227K ﹤0.01%
+6,181
1568
$227K ﹤0.01%
3,881
-1,175
1569
$226K ﹤0.01%
6,710
+738
1570
$226K ﹤0.01%
8,063
1571
$225K ﹤0.01%
1,083
-1,110
1572
$224K ﹤0.01%
10,844
+275
1573
$224K ﹤0.01%
23,292
1574
$223K ﹤0.01%
4,081
-2,273
1575
$223K ﹤0.01%
+8,460
61 62
63
64 65