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
1726
$238K ﹤0.01%
23,416
-9,041
1727
$237K ﹤0.01%
18,352
-2,200
1728
$237K ﹤0.01%
4,955
-2,055
1729
$237K ﹤0.01%
+39,284
1730
$236K ﹤0.01%
5,495
-6,564
1731
$236K ﹤0.01%
2,785
-416
1732
$236K ﹤0.01%
6,415
1733
$235K ﹤0.01%
+6,451
1734
$234K ﹤0.01%
10,383
+65
1735
$234K ﹤0.01%
2,439
+46
1736
$232K ﹤0.01%
+16,310
1737
$232K ﹤0.01%
10,000
1738
$231K ﹤0.01%
+21,557
1739
$231K ﹤0.01%
9,100
1740
$230K ﹤0.01%
+10,368
1741
$230K ﹤0.01%
+4,777
1742
$230K ﹤0.01%
9,077
1743
$230K ﹤0.01%
23,844
-3,526
1744
$229K ﹤0.01%
+7,867
1745
$229K ﹤0.01%
+19,000
1746
$229K ﹤0.01%
24,250
+1,000
1747
$229K ﹤0.01%
2,687
+541
1748
$228K ﹤0.01%
9,161
-1,936
1749
$227K ﹤0.01%
15,284
+130
1750
$226K ﹤0.01%
7,312
-1,308
68 69
70
71 72