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
1701
$248K ﹤0.01%
+3,065
1702
$248K ﹤0.01%
+4,750
1703
$248K ﹤0.01%
37,075
-9,100
1704
$246K ﹤0.01%
+10,523
1705
$246K ﹤0.01%
11,373
1706
$246K ﹤0.01%
2,656
+219
1707
$246K ﹤0.01%
+5,397
1708
$244K ﹤0.01%
9,558
-1,855
1709
$244K ﹤0.01%
3,954
-3,190
1710
$244K ﹤0.01%
+9,612
1711
$243K ﹤0.01%
4,970
+1,012
1712
$243K ﹤0.01%
11,681
1713
$242K ﹤0.01%
11,053
-74,719
1714
$242K ﹤0.01%
4,923
-1,173
1715
$242K ﹤0.01%
18,575
+1,123
1716
$242K ﹤0.01%
4,521
-827
1717
$242K ﹤0.01%
7,002
+765
1718
$241K ﹤0.01%
+4,593
1719
$240K ﹤0.01%
6,210
-1,263
1720
$240K ﹤0.01%
+3
1721
$239K ﹤0.01%
6,267
-9,552
1722
$239K ﹤0.01%
3,872
-1,785
1723
$239K ﹤0.01%
18,839
+5,252
1724
$238K ﹤0.01%
21,140
-100
1725
$238K ﹤0.01%
+9,950
67 68
69
70 71