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
$3.87B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,505
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$23.4M
3
+$12.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.96M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$9.59M

Top Sells

1
+$25.4M
2
+$5.18M
3
+$5.09M
4
KMI icon
Kinder Morgan
KMI
+$4.18M
5
HPQ icon
HP
HPQ
+$3.68M

Sector Composition

1 Healthcare 10.98%
2 Financials 9.38%
3 Technology 8.06%
4 Industrials 7.03%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.33M 0.11%
41,514
+13,996
202
$4.33M 0.11%
14,125
+160
203
$4.33M 0.11%
289,919
-280,069
204
$4.3M 0.11%
28,882
-2,145
205
$4.27M 0.11%
51,444
-216
206
$4.27M 0.11%
47,812
+4,810
207
$4.26M 0.11%
266,250
+41,880
208
$4.24M 0.11%
43,045
+5,291
209
$4.19M 0.11%
42,409
+210
210
$4.17M 0.11%
69,550
+7,033
211
$4.17M 0.11%
5,062,840
-231,600
212
$4.17M 0.11%
71,063
-25,430
213
$4.16M 0.11%
110,642
+30,134
214
$4.16M 0.11%
103,272
-1,664
215
$4.12M 0.11%
224,052
+26,418
216
$4.11M 0.11%
177,103
+4,126
217
$4.1M 0.11%
125,079
-396
218
$4.1M 0.11%
72,175
+1,074
219
$4.02M 0.1%
75,026
+6,520
220
$4.02M 0.1%
185,550
-32,727
221
$4.01M 0.1%
350,443
-83,497
222
$3.96M 0.1%
46,133
+3,606
223
$3.96M 0.1%
35,103
+13,158
224
$3.95M 0.1%
32,052
-3,057
225
$3.94M 0.1%
84,112
-16,221
7 8
9
10 11