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
326
$5.17M 0.06%
151,834
+2,588
327
$5.16M 0.06%
63,721
+2,804
328
$5.12M 0.06%
203,758
+5,295
329
$5.11M 0.06%
99,654
+19,206
330
$5.11M 0.06%
54,736
+8,273
331
$5.09M 0.06%
44,821
-56,949
332
$5.08M 0.06%
33,041
-21
333
$5.05M 0.06%
68,546
+6,951
334
$5.03M 0.06%
100,012
+82,564
335
$5.03M 0.06%
27,247
+8,001
336
$5.02M 0.06%
88,133
+2,863
337
$5.01M 0.06%
25,133
+867
338
$5M 0.06%
91,740
+4,891
339
$4.99M 0.06%
79,873
+34,734
340
$4.95M 0.06%
78,800
+3,854
341
$4.94M 0.06%
177,487
-9,364
342
$4.89M 0.06%
137,151
+5,341
343
$4.88M 0.06%
56,849
-1,930
344
$4.87M 0.06%
79,400
+2,080
345
$4.84M 0.06%
226,760
+123,497
346
$4.8M 0.05%
144,841
-50,974
347
$4.79M 0.05%
36,312
-36
348
$4.79M 0.05%
62,244
-19,023
349
$4.76M 0.05%
153,490
-57,088
350
$4.76M 0.05%
135,726
+38,749