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
201
$9.72M 0.12%
285,038
+3,288
202
$9.63M 0.12%
164,169
+5,397
203
$9.51M 0.12%
127,050
+9,022
204
$9.48M 0.12%
88,905
+8,496
205
$9.47M 0.12%
197,761
-11,785
206
$9.41M 0.12%
406,801
+21,933
207
$9.36M 0.12%
58,545
+573
208
$9.36M 0.12%
42,178
+14,473
209
$9.33M 0.12%
177,182
-14,218
210
$9.31M 0.12%
58,932
+42,036
211
$9.17M 0.11%
36
-3
212
$9.13M 0.11%
136,301
-22,384
213
$9.03M 0.11%
141,508
-14,979
214
$9.03M 0.11%
219,791
+9,231
215
$8.96M 0.11%
467,557
-17,025
216
$8.83M 0.11%
156,614
+2,116
217
$8.78M 0.11%
71,009
+5,856
218
$8.61M 0.11%
92,448
+9,036
219
$8.6M 0.11%
165,664
+20,245
220
$8.49M 0.11%
144,937
+17,746
221
$8.48M 0.11%
301,383
-28,129
222
$8.47M 0.11%
180,873
-12,845
223
$8.47M 0.11%
210,471
+10,954
224
$8.45M 0.11%
44,375
+11,582
225
$8.41M 0.11%
90,659
-8,559