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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.41M 0.06%
304,884
-46,292
302
$8.41M 0.06%
50,230
-19,340
303
$8.32M 0.06%
23,995
+1,164
304
$8.32M 0.06%
509,740
-15,962
305
$8.26M 0.06%
81,765
-944
306
$8.25M 0.06%
75,644
-17,730
307
$8.23M 0.06%
106,316
-64,003
308
$8.16M 0.06%
68,226
+1,756
309
$8.16M 0.06%
50,070
-4,133
310
$8.11M 0.06%
167,392
-468
311
$8.1M 0.06%
75,388
-670
312
$8.1M 0.06%
41,017
-1,129
313
$8.08M 0.06%
152,738
-29,209
314
$8.07M 0.06%
541,815
+53,700
315
$8.02M 0.06%
377,591
+15,236
316
$8M 0.06%
124,506
+4,159
317
$7.94M 0.06%
59,631
-4,354
318
$7.93M 0.06%
80,465
-6,472
319
$7.9M 0.06%
28,118
+2,764
320
$7.8M 0.06%
223,445
-11,807
321
$7.67M 0.06%
57,238
-5,570
322
$7.64M 0.06%
46,511
-7,242
323
$7.56M 0.06%
+100,216
324
$7.47M 0.06%
127,331
+7,955
325
$7.46M 0.06%
85,081
-10,424
11 12
13
14 15