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
2701
– –
-18,922
2702
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-48,979
2703
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-50,537
2704
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-37,064
2705
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2706
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-290,369
2707
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-7,062
2708
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-21,808
2709
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-3,732
2710
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-61,649
2711
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-5,357
2712
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2713
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-30,772
2714
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-45,802
2715
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-9,178
2716
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2717
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2718
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-11,879
2719
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2720
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2721
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-6,350
2722
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-16,943
2723
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-24,490
2724
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-3,932
2725
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-15,536
107 108
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110 111