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
2651
– –
-4,610
2652
– –
-16,228
2653
– –
-63,080
2654
– –
-9,817
2655
– –
-2,249
2656
– –
-24,998
2657
– –
-11,283
2658
– –
-26,925
2659
– –
-7,780
2660
– –
-31,095
2661
– –
-7,799
2662
– –
-32,187
2663
– –
-14,690
2664
– –
-8,127
2665
– –
-45,379
2666
– –
-49,195
2667
– –
-12,459
2668
– –
-15,613
2669
– –
-227,517
2670
– –
-68,194
2671
– –
-23,962
2672
– –
-5,734
2673
– –
-22,936
2674
– –
-12,712
2675
– –
-12,491
105 106
107
108 109