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
2701
– –
-30,435
2702
– –
-17,436
2703
– –
-6,650
2704
– –
-560
2705
– –
-26,700
2706
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-11,301
2707
– –
-63,472
2708
– –
-6,925
2709
– –
-17,618
2710
– –
-2,200
2711
– –
-30,065
2712
– –
-2,914
2713
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-5,313
2714
– –
-6,107
2715
– –
-17,086
2716
– –
-4,211
2717
– –
-48,154
2718
– –
-8,449
2719
– –
-7,509
2720
– –
-63,080
2721
– –
-9,817
2722
– –
-2,249
2723
– –
-24,998
2724
– –
-14,000
2725
– –
-18,335
107 108
109
110 111