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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$56.6M
3
+$51.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$44.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.9M

Top Sells

1
+$676M
2
+$228M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-2,896
2602
– –
-17,650
2603
– –
-17,555
2604
– –
-2,339
2605
– –
-4,915
2606
– –
-152,436
2607
– –
-18,701
2608
– –
-5,332
2609
– –
-78,178
2610
– –
-45,150
2611
– –
-5,745
2612
– –
-14,812
2613
– –
-265,936
2614
– –
-124,379
2615
– –
-39,398
2616
– –
-23,136
2617
– –
-17,849
2618
– –
-11,016
2619
– –
-23,033
2620
– –
-46,458
2621
– –
-11,322
2622
– –
-34,140
2623
– –
-63,472
2624
– –
-6,925
2625
– –
-17,618
103 104
105
106 107