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
351
$1.87M 0.04%
54,443
+28
352
$1.87M 0.04%
39,806
+9,353
353
$1.87M 0.04%
174,059
+9,369
354
$1.86M 0.04%
144,865
+18,590
355
$1.85M 0.04%
8,454
+2,468
356
$1.84M 0.04%
11,193
+741
357
$1.82M 0.04%
33,644
-2,416
358
$1.82M 0.04%
120,941
+50,097
359
$1.8M 0.04%
10,372
+14
360
$1.8M 0.04%
3,848
-1,700
361
$1.8M 0.04%
31,495
+110
362
$1.77M 0.04%
69,834
-2,409
363
$1.77M 0.04%
30,788
-13,972
364
$1.76M 0.04%
56,338
+6,952
365
$1.76M 0.04%
31,579
+2,032
366
$1.75M 0.04%
90,447
+930
367
$1.75M 0.04%
60,174
+8,502
368
$1.74M 0.04%
88,293
+13,721
369
$1.74M 0.04%
61,925
+10,025
370
$1.73M 0.04%
36,410
+172
371
$1.73M 0.04%
158,074
-414
372
$1.73M 0.04%
65,112
+16,594
373
$1.71M 0.04%
25,948
+8,126
374
$1.7M 0.04%
32,368
-594
375
$1.69M 0.04%
28,481
+9,124
13 14
15
16 17