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
1676
$141K ﹤0.01%
13,969
1677
$140K ﹤0.01%
+12,000
1678
$139K ﹤0.01%
50,100
-11,000
1679
$137K ﹤0.01%
13,500
1680
$137K ﹤0.01%
15,634
1681
$127K ﹤0.01%
15,342
1682
$125K ﹤0.01%
+15,281
1683
$123K ﹤0.01%
33,713
-4,170
1684
$122K ﹤0.01%
+16
1685
$121K ﹤0.01%
20,224
+4,028
1686
$121K ﹤0.01%
+10,356
1687
$119K ﹤0.01%
47,600
-1,050
1688
$119K ﹤0.01%
16,400
+1,200
1689
$119K ﹤0.01%
25,900
+6,800
1690
$109K ﹤0.01%
13,400
-7,367
1691
$109K ﹤0.01%
45,963
+500
1692
$108K ﹤0.01%
11,145
1693
$105K ﹤0.01%
+15,000
1694
$103K ﹤0.01%
11,678
1695
$102K ﹤0.01%
11,000
-900
1696
$100K ﹤0.01%
+1,486
1697
$99K ﹤0.01%
12,238
-598
1698
$97K ﹤0.01%
33,440
-2,500
1699
$95K ﹤0.01%
17,650
+750
1700
$95K ﹤0.01%
10,048
-31,460
66 67
68
69 70