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
176
$11.2M 0.14%
88,072
+4,336
177
$11.1M 0.14%
461,745
+2,025
178
$11.1M 0.14%
1,000,623
-9,484
179
$11.1M 0.14%
256,170
+26,158
180
$11M 0.14%
51,761
+10,753
181
$11M 0.14%
203,486
+6,804
182
$10.9M 0.14%
217,573
+12,142
183
$10.9M 0.14%
295,390
-13,896
184
$10.8M 0.13%
299,150
+6,362
185
$10.8M 0.13%
180,965
-8,274
186
$10.8M 0.13%
254,094
-3,480
187
$10.6M 0.13%
418,825
+22,481
188
$10.6M 0.13%
137,697
+7,194
189
$10.4M 0.13%
61,913
+8,123
190
$10.3M 0.13%
102,710
+6,628
191
$10.3M 0.13%
129,088
+1,752
192
$10.3M 0.13%
92,535
+3,925
193
$10.2M 0.13%
439,750
+19,000
194
$10.2M 0.13%
93,932
+8,844
195
$10.1M 0.13%
58,109
-3,468
196
$10.1M 0.13%
137,735
+40,697
197
$10.1M 0.13%
91,901
+765
198
$9.97M 0.12%
367,138
+14,818
199
$9.96M 0.12%
189,178
+23,606
200
$9.9M 0.12%
36,502
+2,673
6 7
8
9 10