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
1651
$273K ﹤0.01%
3,030
-100
1652
$272K ﹤0.01%
4,583
+583
1653
$271K ﹤0.01%
13,900
-276
1654
$270K ﹤0.01%
6,770
+29
1655
$270K ﹤0.01%
5,642
+1,432
1656
$269K ﹤0.01%
4,882
-118
1657
$268K ﹤0.01%
+4,200
1658
$268K ﹤0.01%
4,457
+1,218
1659
$268K ﹤0.01%
14,800
1660
$267K ﹤0.01%
444
1661
$267K ﹤0.01%
26,794
-16,860
1662
$266K ﹤0.01%
48,600
1663
$266K ﹤0.01%
19,187
+1,272
1664
$266K ﹤0.01%
17,649
+6
1665
$265K ﹤0.01%
22,448
-3,408
1666
$265K ﹤0.01%
5,404
-403
1667
$265K ﹤0.01%
+7,887
1668
$264K ﹤0.01%
16,935
-14,962
1669
$264K ﹤0.01%
41,695
1670
$264K ﹤0.01%
26,962
+1,458
1671
$264K ﹤0.01%
3,326
-258
1672
$263K ﹤0.01%
6,968
-31
1673
$263K ﹤0.01%
7,296
-30
1674
$263K ﹤0.01%
+8,665
1675
$263K ﹤0.01%
17,605
65 66
67
68 69