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
151
$12.8M 0.16%
84,279
+1,323
152
$12.8M 0.16%
172,360
-815
153
$12.8M 0.16%
240,260
-1,348
154
$12.6M 0.16%
136,295
+5,191
155
$12.6M 0.16%
325,838
+35,990
156
$12.6M 0.16%
149,487
-5,979
157
$12.5M 0.16%
314,597
+39,745
158
$12.5M 0.16%
416,087
+8,643
159
$12.5M 0.16%
189,426
+7,716
160
$12.4M 0.16%
128,579
+3,940
161
$12.4M 0.15%
457,905
-16,574
162
$12.2M 0.15%
196,264
-18,263
163
$12.2M 0.15%
243,426
+19,564
164
$12.2M 0.15%
82,569
-1,809
165
$12M 0.15%
144,067
-91,560
166
$11.9M 0.15%
133,989
+20,440
167
$11.8M 0.15%
333,849
+7,598
168
$11.6M 0.15%
349,730
+46,398
169
$11.6M 0.15%
135,606
+2,778
170
$11.6M 0.14%
113,908
+27,464
171
$11.6M 0.14%
53,299
+707
172
$11.5M 0.14%
226,282
+731
173
$11.5M 0.14%
101,770
-22,629
174
$11.3M 0.14%
98,983
+16,715
175
$11.2M 0.14%
91,457
+10,176
5 6
7
8 9