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
1701
$94K ﹤0.01%
+10,500
1702
$89K ﹤0.01%
10,370
1703
$88K ﹤0.01%
+11,634
1704
$85K ﹤0.01%
+10,665
1705
$82K ﹤0.01%
15,151
+4,575
1706
$74K ﹤0.01%
10,290
1707
$74K ﹤0.01%
+2,975
1708
$72K ﹤0.01%
1,667
1709
$71K ﹤0.01%
12,000
1710
$69K ﹤0.01%
18,260
-13,840
1711
$69K ﹤0.01%
1,710
+167
1712
$66K ﹤0.01%
18,898
+399
1713
$62K ﹤0.01%
14,288
-4,882
1714
$62K ﹤0.01%
2,581
-250
1715
$61K ﹤0.01%
5,651
-327
1716
$57K ﹤0.01%
+28,150
1717
$51K ﹤0.01%
+4,000
1718
$49K ﹤0.01%
20,900
1719
$49K ﹤0.01%
10,680
-300
1720
$47K ﹤0.01%
12,513
1721
$46K ﹤0.01%
34,000
+5,500
1722
$45K ﹤0.01%
10,855
1723
$43K ﹤0.01%
547
1724
$42K ﹤0.01%
+11,859
1725
$40K ﹤0.01%
154
+101
67 68
69
70 71