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
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$174M
3 +$95.9M
4
BLK icon
Blackrock
BLK
+$82.6M
5
IYW icon
iShares US Technology ETF
IYW
+$81.1M

Top Sells

1 +$82.9M
2 +$68.7M
3 +$41.6M
4
AAPL icon
Apple
AAPL
+$39.3M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.25%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$169K ﹤0.01%
12,000
2502
$167K ﹤0.01%
52,164
+7,605
2503
$166K ﹤0.01%
14,325
2504
$164K ﹤0.01%
29,365
2505
$160K ﹤0.01%
13,781
-1,064
2506
$157K ﹤0.01%
+12,385
2507
$157K ﹤0.01%
10,500
-29,966
2508
$156K ﹤0.01%
17,075
-267
2509
$156K ﹤0.01%
10,193
-1,834
2510
$155K ﹤0.01%
10,142
-5,932
2511
$153K ﹤0.01%
19,123
2512
$153K ﹤0.01%
+10,982
2513
$151K ﹤0.01%
12,290
-4,822
2514
$150K ﹤0.01%
12,835
2515
$149K ﹤0.01%
13,053
-7,079
2516
$148K ﹤0.01%
20,150
-1,985
2517
$147K ﹤0.01%
10,000
2518
$146K ﹤0.01%
13,587
+2
2519
$145K ﹤0.01%
12,206
2520
$141K ﹤0.01%
14,805
+3,557
2521
$138K ﹤0.01%
10,143
+100
2522
$137K ﹤0.01%
19,684
-200
2523
$135K ﹤0.01%
16,000
-3,000
2524
$133K ﹤0.01%
11,032
-2,297
2525
$132K ﹤0.01%
22,117
-5,460