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
1851
$160K ﹤0.01%
2,825
+485
1852
$159K ﹤0.01%
11,388
+746
1853
$158K ﹤0.01%
30,143
+1,670
1854
$157K ﹤0.01%
2,543
+333
1855
$156K ﹤0.01%
+12,481
1856
$156K ﹤0.01%
17,342
1857
$153K ﹤0.01%
11,762
+1,520
1858
$153K ﹤0.01%
12,010
+1,195
1859
$153K ﹤0.01%
12,606
+500
1860
$152K ﹤0.01%
11,062
+292
1861
$152K ﹤0.01%
+43,402
1862
$146K ﹤0.01%
13,786
+271
1863
$146K ﹤0.01%
+46,987
1864
$145K ﹤0.01%
28,300
+7,800
1865
$145K ﹤0.01%
22,204
-3,105
1866
$144K ﹤0.01%
10,000
-2,000
1867
$144K ﹤0.01%
24,915
-1,739
1868
$144K ﹤0.01%
18,490
+330
1869
$143K ﹤0.01%
10,929
+695
1870
$142K ﹤0.01%
20,823
-475
1871
$141K ﹤0.01%
+19,550
1872
$140K ﹤0.01%
24,675
+12,975
1873
$138K ﹤0.01%
28,835
-1,900
1874
$134K ﹤0.01%
14,865
+570
1875
$134K ﹤0.01%
22,444
-1,630
73 74
75
76 77