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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.09M 0.04%
18,957
-576
327
$2.08M 0.04%
22,893
+276
328
$2.05M 0.04%
49,019
+510
329
$2.05M 0.04%
58,978
+3,446
330
$2.03M 0.04%
7,443
-122
331
$2.03M 0.04%
42,722
-4,968
332
$2.03M 0.04%
22,152
-5,907
333
$2.02M 0.04%
63,000
+8,445
334
$2.01M 0.04%
48,475
+1,026
335
$2.01M 0.04%
34,042
+610
336
$2M 0.04%
50,593
-1,791
337
$1.99M 0.04%
101,938
+7,699
338
$1.98M 0.04%
106,497
-2,206
339
$1.98M 0.04%
47,717
+4,177
340
$1.97M 0.04%
37,300
+900
341
$1.97M 0.04%
224,235
-9,269
342
$1.96M 0.04%
150,684
+4,207
343
$1.94M 0.04%
17,946
-998
344
$1.94M 0.04%
58,221
-4,102
345
$1.92M 0.04%
30,740
+9,405
346
$1.91M 0.04%
36,181
+8,008
347
$1.88M 0.04%
46,360
+1,285
348
$1.88M 0.04%
94,020
-5,278
349
$1.87M 0.04%
56,480
+38,025
350
$1.87M 0.04%
32,398
-8,006
12 13
14
15 16