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
$7.51B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,857
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$38M
3 +$18.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Top Sells

1 +$36.8M
2 +$28.4M
3 +$15.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.6M
5
SE
Spectra Energy Corp Wi
SE
+$8.2M

Sector Composition

1 Financials 8.73%
2 Healthcare 8.73%
3 Technology 7.9%
4 Industrials 6.87%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5.46M 0.07%
102,404
+40,480
277
$5.4M 0.07%
66,610
-1,176
278
$5.37M 0.07%
51,963
+29,370
279
$5.33M 0.07%
99,961
+2,316
280
$5.33M 0.07%
58,116
-1,643
281
$5.33M 0.07%
187,493
+2,379
282
$5.32M 0.07%
5,455
-161
283
$5.3M 0.07%
144,078
-12,163
284
$5.28M 0.07%
231,160
-4,943
285
$5.26M 0.07%
+110,633
286
$5.25M 0.07%
181,499
+77,555
287
$5.24M 0.07%
43,143
+7,152
288
$5.23M 0.07%
90,628
+7,127
289
$5.23M 0.07%
123,482
+11,227
290
$5.21M 0.07%
67,115
-3,877
291
$5.2M 0.07%
43,857
-3,724
292
$5.19M 0.07%
99,690
+13,753
293
$5.15M 0.07%
263,438
+27,239
294
$5.08M 0.07%
74,024
+31,115
295
$5.06M 0.07%
53,602
+9,911
296
$5.03M 0.07%
333,802
-287,093
297
$5.01M 0.07%
322,857
-12,078
298
$4.97M 0.07%
137,146
+554
299
$4.96M 0.07%
152,538
+19,395
300
$4.92M 0.07%
72,121
+6,400