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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.31M 0.07%
60,728
+14,560
227
$3.29M 0.07%
155,532
+94,047
228
$3.29M 0.07%
74,467
+19,602
229
$3.28M 0.07%
37,325
+25,965
230
$3.28M 0.07%
236,222
-7,080
231
$3.26M 0.07%
109,326
-40,013
232
$3.25M 0.07%
1,807
+232
233
$3.25M 0.07%
48,561
-4,977
234
$3.25M 0.07%
43,671
+4,199
235
$3.23M 0.07%
33,465
-2,068
236
$3.2M 0.07%
49,001
+1,917
237
$3.19M 0.07%
29,827
+2,596
238
$3.19M 0.07%
225,144
+180,321
239
$3.19M 0.07%
34,545
+6,978
240
$3.17M 0.07%
218,129
+19,092
241
$3.14M 0.07%
72,308
-553
242
$3.13M 0.07%
27,001
+462
243
$3.11M 0.07%
240,899
+176,546
244
$3.06M 0.06%
36,469
+5,466
245
$3.03M 0.06%
38,811
-1,861
246
$3M 0.06%
24,680
-426
247
$2.99M 0.06%
36,446
+1,471
248
$2.97M 0.06%
93,266
+1,100
249
$2.97M 0.06%
65,140
+481
250
$2.94M 0.06%
49,082
+2,953
8 9
10
11 12