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 6.96%
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
– –
-5,656
2827
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-11,333
2828
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-144,449
2829
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-45,895
2830
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-6,609
2831
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-4,989
2832
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-667
2833
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-11,567
2834
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-294,713
2835
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-4,751
2836
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-79,105
2837
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-67,244
2838
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-2,152
2839
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-282,724
2840
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-129,999
2841
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-8,496
2842
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-1,194,583
2843
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-46,239
2844
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-33,011
2845
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-16,055
2846
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-24,596
2847
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-1,532
2848
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-10,658
2849
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-10,290
2850
– –
-28,905
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