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
1826
$187K ﹤0.01%
+14,845
1827
$186K ﹤0.01%
19,248
+3,092
1828
$183K ﹤0.01%
1,120
-7
1829
$182K ﹤0.01%
12,354
-1,148
1830
$182K ﹤0.01%
+11,192
1831
$181K ﹤0.01%
12,225
-120,615
1832
$181K ﹤0.01%
38,531
+2,183
1833
$179K ﹤0.01%
41,433
1834
$179K ﹤0.01%
13,159
1835
$177K ﹤0.01%
+410
1836
$176K ﹤0.01%
+13,535
1837
$174K ﹤0.01%
12,117
+600
1838
$173K ﹤0.01%
10,897
+6
1839
$173K ﹤0.01%
18,038
+485
1840
$172K ﹤0.01%
16,018
+717
1841
$172K ﹤0.01%
19,406
-2,376
1842
$171K ﹤0.01%
19,939
-1,638
1843
$171K ﹤0.01%
15,000
1844
$170K ﹤0.01%
13,105
+74
1845
$170K ﹤0.01%
+10,039
1846
$167K ﹤0.01%
27,301
-9,042
1847
$165K ﹤0.01%
27,305
+3,829
1848
$164K ﹤0.01%
24,229
-2,875
1849
$162K ﹤0.01%
10,298
+37
1850
$160K ﹤0.01%
36,056
+4,500
72 73
74
75 76