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
– –
-50,750
2702
– –
-11,005
2703
– –
-10,275
2704
– –
-4,974
2705
– –
-3,959
2706
– –
-16,806
2707
– –
-134,504
2708
– –
-29,990
2709
– –
-5,752
2710
– –
-18,368
2711
– –
-52,824
2712
– –
-62,700
2713
– –
-14,495
2714
– –
-11,598
2715
– –
-6,964
2716
– –
-17,494
2717
– –
-1,522
2718
– –
-14,826
2719
– –
-13,168
2720
– –
-23,441
2721
– –
-11,625
2722
– –
-7,997
2723
– –
-104,322
2724
– –
-67,410
2725
– –
-13,305
107 108
109
110 111