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
1776
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-3,250
1777
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-22,914
1778
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-27,659
1779
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-9,571
1780
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1781
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-3,929
1782
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-5,063
1783
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-4,780
1784
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-4,318
1785
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-6,686
1786
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-41,688
1787
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-1,314
1788
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-6,537
1789
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-4,050
1790
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-7,977
1791
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-7,486
1792
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-53,025
1793
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-10,671
1794
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-6,463
1795
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-12,500
1796
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-3,599
1797
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-17,334
1798
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-1,339
1799
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-4,665
1800
– –
-26,361
70 71
72
73 74