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
1626
$200K ﹤0.01%
27,916
+1,069
1627
$200K ﹤0.01%
+5,827
1628
$200K ﹤0.01%
+2,869
1629
$200K ﹤0.01%
1,339
+8
1630
$200K ﹤0.01%
11,988
+820
1631
$199K ﹤0.01%
14,497
+133
1632
$198K ﹤0.01%
22,200
+1,100
1633
$197K ﹤0.01%
21,918
+2,353
1634
$196K ﹤0.01%
21,748
+3,623
1635
$194K ﹤0.01%
+10,641
1636
$194K ﹤0.01%
41,348
+2,579
1637
$193K ﹤0.01%
13,662
-1,000
1638
$191K ﹤0.01%
+41,933
1639
$188K ﹤0.01%
28,579
+2,787
1640
$187K ﹤0.01%
18,288
+1,700
1641
$186K ﹤0.01%
29,652
+1,740
1642
$185K ﹤0.01%
33,335
+1,500
1643
$185K ﹤0.01%
29,863
+1,600
1644
$180K ﹤0.01%
+10,281
1645
$178K ﹤0.01%
+23,000
1646
$175K ﹤0.01%
22,676
+928
1647
$175K ﹤0.01%
15,000
1648
$175K ﹤0.01%
14,644
+819
1649
$173K ﹤0.01%
10,378
+213
1650
$173K ﹤0.01%
11,479
+8
64 65
66
67 68