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
$26.8B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1 +$95.7M
2 +$76.1M
3 +$42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$36.3M

Top Sells

1 +$216M
2 +$181M
3 +$98.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$76.1M
5
BLK icon
Blackrock
BLK
+$67.2M

Sector Composition

1 Technology 12.26%
2 Financials 7.21%
3 Industrials 5.9%
4 Healthcare 5.87%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
-15,603
2652
-5,452
2653
-33,402
2654
-28,859
2655
-34,507
2656
-11,193
2657
-2,684
2658
-6,071
2659
-2,220
2660
-34,589
2661
-10,669
2662
-53,148
2663
-2,143
2664
-49,100
2665
-5,954
2666
-6,238
2667
-3,621
2668
-17,432
2669
-16,010
2670
-10,276
2671
-6,663
2672
-26,627
2673
-31,311
2674
-42,419
2675
-13,596