Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$7.61M 0.09%
175,342
+6,088
252
$7.38M 0.08%
89,989
+16,940
253
$7.37M 0.08%
212,654
+8,942
254
$7.36M 0.08%
64,715
+18,638
255
$7.26M 0.08%
262,993
+27,129
256
$7.17M 0.08%
80,840
+3,743
257
$7.12M 0.08%
492,018
+69,422
258
$7.11M 0.08%
114,921
+30,824
259
$7.08M 0.08%
189,887
+12,075
260
$7M 0.08%
240,766
+195,063
261
$6.99M 0.08%
118,157
+90,097
262
$6.98M 0.08%
144,694
+13,592
263
$6.96M 0.08%
101,634
+10,799
264
$6.95M 0.08%
103,086
+9,562
265
$6.92M 0.08%
100,660
-4,324
266
$6.85M 0.08%
378,615
+27,867
267
$6.8M 0.08%
114,412
-1,087
268
$6.79M 0.08%
106,576
+4,927
269
$6.71M 0.08%
56,205
+230
270
$6.64M 0.08%
48,607
-1,530
271
$6.64M 0.08%
57,777
+3,453
272
$6.57M 0.07%
190,633
-21,053
273
$6.5M 0.07%
91,443
+9,012
274
$6.47M 0.07%
91,120
+73,275
275
$6.47M 0.07%
211,145
+10,684