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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$8.71M 0.1%
332,970
+34,200
227
$8.69M 0.1%
161,401
+16,903
228
$8.66M 0.1%
90,576
-83
229
$8.6M 0.1%
44,968
+593
230
$8.55M 0.1%
294,530
-6,853
231
$8.53M 0.1%
106,671
+16,050
232
$8.52M 0.1%
76,581
+2,535
233
$8.5M 0.1%
102,583
+1,303
234
$8.49M 0.1%
142,070
-2,867
235
$8.45M 0.1%
364,804
-41,997
236
$8.44M 0.1%
326,333
+2,085
237
$8.35M 0.1%
35,201
-6,977
238
$8.27M 0.09%
151,165
+1,036
239
$8.21M 0.09%
68,787
+15,123
240
$7.98M 0.09%
666,304
+120,003
241
$7.93M 0.09%
194,826
+12,140
242
$7.93M 0.09%
132,196
+5,582
243
$7.9M 0.09%
78,762
+64,354
244
$7.84M 0.09%
71,839
+7,627
245
$7.84M 0.09%
276,609
+2,509
246
$7.82M 0.09%
172,674
+16,156
247
$7.75M 0.09%
118,637
-17,664
248
$7.73M 0.09%
159,533
-6,131
249
$7.65M 0.09%
560,999
+57,168
250
$7.62M 0.09%
44,107
+11,133