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
276
$6.47M 0.07%
144,298
+42,861
277
$6.43M 0.07%
97,423
+5,142
278
$6.43M 0.07%
115,954
+8,495
279
$6.39M 0.07%
101,768
+3,086
280
$6.36M 0.07%
50,977
+3,094
281
$6.34M 0.07%
213,500
-73,793
282
$6.3M 0.07%
111,065
+1,697
283
$6.26M 0.07%
311,824
+51,677
284
$6.26M 0.07%
103,352
+8,559
285
$6.26M 0.07%
1,399,800
+227,160
286
$6.18M 0.07%
104,317
+10,994
287
$6.14M 0.07%
47,716
+6,572
288
$6.13M 0.07%
114,614
+9,521
289
$6.07M 0.07%
128,015
+4,966
290
$6.06M 0.07%
36,090
+7,033
291
$6.05M 0.07%
536,786
-2,041
292
$6.04M 0.07%
433,011
+85,374
293
$6.01M 0.07%
107,208
+10,797
294
$6.01M 0.07%
122,946
-697
295
$5.99M 0.07%
398,345
+83,272
296
$5.97M 0.07%
44,198
-1,006
297
$5.96M 0.07%
46,276
-1,267
298
$5.94M 0.07%
100,762
+38,378
299
$5.89M 0.07%
32,469
-4,349
300
$5.79M 0.07%
5,426
-104