Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
1
$73M 1.88%
2,773,280
-20,348
2
$66.6M 1.72%
445,991
-6,813
3
$51.9M 1.34%
935,793
-15,295
4
$51.2M 1.32%
1,178,603
+229,337
5
$50.9M 1.32%
470,490
+88,554
6
$49.9M 1.29%
638,561
+121,422
7
$49.5M 1.28%
482,186
+14,001
8
$46.6M 1.2%
228,749
+114,874
9
$45M 1.16%
860,492
+174,020
10
$41.4M 1.07%
531,272
+4,596
11
$40.4M 1.04%
560,541
+107,312
12
$38.7M 1%
1,490,012
-3,223
13
$35.2M 0.91%
762,032
+96,963
14
$34M 0.88%
515,190
+29,947
15
$34M 0.88%
427,731
+12,592
16
$32.3M 0.83%
324,940
+4,479
17
$31.8M 0.82%
585,104
+16,625
18
$31.1M 0.8%
1,015,852
+94,190
19
$30.8M 0.79%
610,653
-7,935
20
$29.1M 0.75%
220,531
+20,693
21
$29M 0.75%
322,454
-17,532
22
$28.4M 0.73%
412,470
-3,702
23
$28.2M 0.73%
252,526
+21,961
24
$27.5M 0.71%
797,429
-88,682
25
$27.5M 0.71%
208,712
+8,107
1
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