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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.2M 0.1%
364,665
-3,215
227
$13.2M 0.1%
142,572
-20,874
228
$13.1M 0.1%
92,960
+12,985
229
$13M 0.1%
181,855
-1,894
230
$13M 0.1%
85,122
-58,194
231
$13M 0.1%
44,111
+9,701
232
$12.9M 0.1%
118,217
-33,541
233
$12.7M 0.1%
137,318
+5,738
234
$12.6M 0.1%
294,739
+30,339
235
$12.4M 0.1%
123,088
+2,566
236
$12.2M 0.09%
34,184
+2,932
237
$12.1M 0.09%
73,245
-3,936
238
$12.1M 0.09%
492,986
+17,092
239
$12.1M 0.09%
570,348
+39,976
240
$12.1M 0.09%
89,455
+2,530
241
$12M 0.09%
229,582
+6,673
242
$12M 0.09%
45,010
-22,433
243
$11.9M 0.09%
614,657
+65,746
244
$11.8M 0.09%
239,492
-12,854
245
$11.8M 0.09%
37
246
$11.7M 0.09%
453,957
+45,222
247
$11.6M 0.09%
308,432
+20,929
248
$11.5M 0.09%
63,497
-5,462
249
$11.4M 0.09%
61,473
-4,913
250
$11.4M 0.09%
406,375
+26,893
8 9
10
11 12