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
1601
$297K ﹤0.01%
9,076
+787
1602
$296K ﹤0.01%
+21,575
1603
$295K ﹤0.01%
2,514
-46
1604
$294K ﹤0.01%
23,323
+40
1605
$294K ﹤0.01%
+4,785
1606
$293K ﹤0.01%
6,060
-167
1607
$292K ﹤0.01%
13,445
+3,749
1608
$291K ﹤0.01%
+5,953
1609
$291K ﹤0.01%
13,125
+170
1610
$291K ﹤0.01%
+11,898
1611
$290K ﹤0.01%
1,458
-1,370
1612
$290K ﹤0.01%
7,774
-1,037
1613
$289K ﹤0.01%
33,094
+771
1614
$289K ﹤0.01%
20,476
+59
1615
$289K ﹤0.01%
+12,980
1616
$289K ﹤0.01%
+5,512
1617
$288K ﹤0.01%
+17,326
1618
$288K ﹤0.01%
5,590
+132
1619
$287K ﹤0.01%
16,950
-750
1620
$286K ﹤0.01%
8,435
-60,305
1621
$286K ﹤0.01%
3,072
-120
1622
$285K ﹤0.01%
12,568
+455
1623
$284K ﹤0.01%
9,770
+233
1624
$284K ﹤0.01%
35,813
+3,366
1625
$283K ﹤0.01%
17,795
-2,135
63 64
65
66 67