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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$22.2M
3
+$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$30.2M
2
+$17M
3
+$15.7M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$13M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$11.4M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$91K ﹤0.01%
10,750
1952
$90K ﹤0.01%
12,425
-26,859
1953
$84K ﹤0.01%
26,940
-18,500
1954
$82K ﹤0.01%
13,327
-9,117
1955
$78K ﹤0.01%
10,800
1956
$77K ﹤0.01%
10,552
-7,486
1957
$76K ﹤0.01%
+1,365
1958
$76K ﹤0.01%
12,000
1959
$73K ﹤0.01%
13,436
-3,963
1960
$70K ﹤0.01%
1,008
-8,371
1961
$69K ﹤0.01%
38,640
-5,757
1962
$65K ﹤0.01%
11,950
1963
$65K ﹤0.01%
31,980
+13,000
1964
$63K ﹤0.01%
1,280
-80
1965
$60K ﹤0.01%
19,085
+422
1966
$57K ﹤0.01%
33,000
+500
1967
$56K ﹤0.01%
24,375
+12,375
1968
$52K ﹤0.01%
+11,474
1969
$50K ﹤0.01%
+25,000
1970
$48K ﹤0.01%
+10,755
1971
$46K ﹤0.01%
1,933
+266
1972
$45K ﹤0.01%
10,013
-100
1973
$45K ﹤0.01%
3,882
1974
$39K ﹤0.01%
10,219
-2,208
1975
$37K ﹤0.01%
+591
77 78
79
80 81