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
1576
$223K ﹤0.01%
11,200
1577
$223K ﹤0.01%
709
-16,817
1578
$222K ﹤0.01%
4,026
+75
1579
$221K ﹤0.01%
8,635
-2,479
1580
$221K ﹤0.01%
+3,400
1581
$220K ﹤0.01%
1,166
-70
1582
$220K ﹤0.01%
7,276
-2,518
1583
$220K ﹤0.01%
16,540
-6,039
1584
$219K ﹤0.01%
4,446
-5,477
1585
$219K ﹤0.01%
6,126
+450
1586
$219K ﹤0.01%
+12,570
1587
$218K ﹤0.01%
6,520
-32,526
1588
$218K ﹤0.01%
2,525
+350
1589
$217K ﹤0.01%
4,684
-686
1590
$216K ﹤0.01%
11,836
+1,000
1591
$216K ﹤0.01%
9,055
+702
1592
$216K ﹤0.01%
+2,656
1593
$215K ﹤0.01%
12,315
+105
1594
$215K ﹤0.01%
15,695
-1,195
1595
$214K ﹤0.01%
4,936
-6,097
1596
$213K ﹤0.01%
7,500
-18,604
1597
$213K ﹤0.01%
+9,532
1598
$213K ﹤0.01%
2,880
-81
1599
$211K ﹤0.01%
+7,977
1600
$211K ﹤0.01%
9,106
+44
62 63
64
65 66