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
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$174M
3
+$95.9M
4
BLK icon
Blackrock
BLK
+$82.6M
5
IYW icon
iShares US Technology ETF
IYW
+$81.1M

Top Sells

1
+$82.9M
2
+$68.7M
3
+$41.6M
4
AAPL icon
Apple
AAPL
+$39.3M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.25%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-11,598
2702
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-6,964
2703
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-17,494
2704
– –
-1,522
2705
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-14,826
2706
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-13,168
2707
– –
-23,441
2708
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-11,625
2709
– –
-7,997
2710
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-104,322
2711
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-67,410
2712
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-13,305
2713
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-12,400
2714
– –
-62,452
2715
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-11,600
2716
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-6,549
2717
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-13,509
2718
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-23,750
2719
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-6,143
2720
– –
-9,050
2721
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-43,783
2722
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-15,177
2723
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-10,616
2724
– –
-18,826
2725
– –
-1,838
107 108
109
110 111