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
301
$5.76M 0.07%
89,743
-19,352
302
$5.74M 0.07%
17,587
+509
303
$5.72M 0.07%
217,639
-5,543
304
$5.69M 0.06%
68,548
+18,889
305
$5.66M 0.06%
19,686
+186
306
$5.61M 0.06%
116,914
-69,811
307
$5.59M 0.06%
99,094
+6,052
308
$5.58M 0.06%
261,410
+116,216
309
$5.57M 0.06%
188,600
+6,735
310
$5.57M 0.06%
86,867
+4,884
311
$5.57M 0.06%
135,776
-74,695
312
$5.53M 0.06%
111,039
-3,349
313
$5.51M 0.06%
101,321
-190
314
$5.48M 0.06%
41,455
-1,963
315
$5.47M 0.06%
85,688
+1,117
316
$5.45M 0.06%
138,563
+21,426
317
$5.4M 0.06%
53,070
-60,838
318
$5.36M 0.06%
41,341
+2,391
319
$5.35M 0.06%
99,817
+18,768
320
$5.29M 0.06%
65,597
-2,124
321
$5.26M 0.06%
61,053
+1,675
322
$5.22M 0.06%
247,203
+180,735
323
$5.21M 0.06%
+85,710
324
$5.18M 0.06%
99,506
+2,234
325
$5.17M 0.06%
102,280
+36,988