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
2601
$30K ﹤0.01%
10,000
2602
$30K ﹤0.01%
20,000
2603
$29K ﹤0.01%
14,410
2604
$24K ﹤0.01%
30,000
2605
$24K ﹤0.01%
21,000
+2,000
2606
$22K ﹤0.01%
2,355
2607
$17K ﹤0.01%
14,832
-10,025
2608
$14K ﹤0.01%
+17,950
2609
$13K ﹤0.01%
12,590
-14,779
2610
$13K ﹤0.01%
8,415
2611
$12K ﹤0.01%
+560
2612
$11K ﹤0.01%
667
2613
$9K ﹤0.01%
667
2614
$9K ﹤0.01%
10,000
2615
$8K ﹤0.01%
713
2616
$8K ﹤0.01%
1,115
-500
2617
$6K ﹤0.01%
1,367
+34
2618
$4K ﹤0.01%
45
-1
2619
$3K ﹤0.01%
278
-168
2620
– –
-74,277
2621
– –
-20,915
2622
– –
-128,180
2623
– –
-7,292
2624
– –
-49,223
2625
– –
-9,247
103 104
105
106 107