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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.2M 0.09%
49,642
+6,604
252
$11.1M 0.09%
372,899
+93,003
253
$11M 0.08%
110,722
-4,883
254
$10.9M 0.08%
98,556
-8,049
255
$10.8M 0.08%
180,113
-25,833
256
$10.8M 0.08%
58,269
+2,366
257
$10.6M 0.08%
243,470
-58,200
258
$10.5M 0.08%
185,624
+48,852
259
$10.4M 0.08%
272,911
+10,440
260
$10.4M 0.08%
108,739
+584
261
$10.4M 0.08%
118,534
+2,891
262
$10.4M 0.08%
259,020
-14,388
263
$10.4M 0.08%
180,519
-2,006
264
$10.3M 0.08%
93,365
-414
265
$10.3M 0.08%
81,179
-71,474
266
$10.3M 0.08%
321,056
+16,338
267
$10.3M 0.08%
52,077
+3,627
268
$10.3M 0.08%
71,617
+2,361
269
$10.2M 0.08%
160,077
-80,427
270
$10.1M 0.08%
67,665
-6,582
271
$10.1M 0.08%
254,179
+18,244
272
$10.1M 0.08%
245,200
+11,029
273
$10M 0.08%
474,604
+16,522
274
$9.97M 0.08%
232,947
+141,773
275
$9.93M 0.08%
180,221
+8,420
9 10
11
12 13