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 6.97%
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
– –
-667
2652
– –
-638
2653
– –
-20,116
2654
– –
-33,952
2655
– –
-5,933
2656
– –
-11,093
2657
– –
-17,555
2658
– –
-18,701
2659
– –
-5,332
2660
– –
-78,178
2661
– –
-45,150
2662
– –
-5,745
2663
– –
-14,812
2664
– –
-265,936
2665
– –
-17,849
2666
– –
-11,016
2667
– –
-23,033
2668
– –
-17,650
2669
– –
-232,290
2670
– –
-11,322
2671
– –
-34,140
2672
– –
-5,902
2673
– –
-20,393
2674
– –
-11,556
2675
– –
-7,180
105 106
107
108 109