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
1551
$333K ﹤0.01%
+8,212
1552
$332K ﹤0.01%
12,479
-1,771
1553
$332K ﹤0.01%
11,094
+949
1554
$331K ﹤0.01%
2,499
+106
1555
$331K ﹤0.01%
20,521
+3,956
1556
$330K ﹤0.01%
11,050
1557
$329K ﹤0.01%
5,182
-4,135
1558
$328K ﹤0.01%
7,700
+83
1559
$328K ﹤0.01%
103,832
+4,644
1560
$327K ﹤0.01%
6,865
+1,164
1561
$326K ﹤0.01%
539
+178
1562
$326K ﹤0.01%
8,651
-868
1563
$325K ﹤0.01%
6,128
+33
1564
$325K ﹤0.01%
+10,004
1565
$323K ﹤0.01%
+9,247
1566
$323K ﹤0.01%
+2,097
1567
$323K ﹤0.01%
+10,152
1568
$322K ﹤0.01%
12,380
-3,343
1569
$322K ﹤0.01%
+6,550
1570
$322K ﹤0.01%
5,461
-1,700
1571
$322K ﹤0.01%
6,130
+531
1572
$321K ﹤0.01%
28,429
-3,739
1573
$320K ﹤0.01%
8,644
-1,196
1574
$320K ﹤0.01%
9,236
-1,802
1575
$319K ﹤0.01%
+48,980
61 62
63
64 65