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
2826
– –
-42,123
2827
– –
-4,610
2828
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-16,228
2829
– –
-11,283
2830
– –
-26,925
2831
– –
-7,780
2832
– –
-31,095
2833
– –
-8,180
2834
– –
-32,187
2835
– –
-14,690
2836
– –
-8,127
2837
– –
-45,379
2838
– –
-49,195
2839
– –
-1,246
2840
– –
-68,194
2841
– –
-23,962
2842
– –
-5,734
2843
– –
-22,936
2844
– –
-12,712
2845
– –
-12,491
2846
– –
-104,913
2847
– –
-107,950
2848
– –
-11,448
2849
– –
-14,384
2850
– –
-1,651
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