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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.94M 0.06%
45,413
+3,561
252
$2.93M 0.06%
73,833
+6,351
253
$2.83M 0.06%
10,272
-2
254
$2.83M 0.06%
18,319
+1,257
255
$2.83M 0.06%
165,555
-47,417
256
$2.79M 0.06%
62,197
+6,776
257
$2.78M 0.06%
22,255
+2,401
258
$2.78M 0.06%
129,801
-13,745
259
$2.78M 0.06%
33,592
+1,410
260
$2.76M 0.06%
190,703
-5,928
261
$2.75M 0.06%
58,630
+40,330
262
$2.74M 0.06%
48,065
-321
263
$2.72M 0.06%
54,456
+6,994
264
$2.72M 0.06%
25,457
-1,916
265
$2.72M 0.06%
30,629
+1,704
266
$2.71M 0.06%
62,977
-11,409
267
$2.69M 0.06%
63,248
+852
268
$2.68M 0.06%
36,585
-70
269
$2.68M 0.06%
63,126
+8,702
270
$2.68M 0.06%
114,539
-3,865
271
$2.67M 0.06%
46,285
+5,615
272
$2.67M 0.06%
12,779
+1,722
273
$2.66M 0.06%
46,962
+198
274
$2.64M 0.06%
23,528
-518
275
$2.64M 0.06%
86,964
+27
9 10
11
12 13