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
$3.82B
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$17.7M
3
+$17.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.7M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15M

Top Sells

1
+$51.9M
2
+$46.6M
3
+$45M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$43.3M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$27.1M

Sector Composition

1 Healthcare 10.53%
2 Financials 9.06%
3 Industrials 7.7%
4 Technology 7.54%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.84M 0.05%
13,919
-6,098
352
$1.84M 0.05%
31,402
-1,242
353
$1.83M 0.05%
49,248
-396
354
$1.81M 0.05%
43,296
+25,655
355
$1.79M 0.05%
21,629
-134,769
356
$1.79M 0.05%
33,426
+3,016
357
$1.79M 0.05%
36,256
+320
358
$1.78M 0.05%
16,137
-805
359
$1.78M 0.05%
45,295
-878
360
$1.78M 0.05%
6,764
-509
361
$1.77M 0.05%
15,553
-30,105
362
$1.76M 0.05%
29,858
+367
363
$1.75M 0.05%
21,880
+3,142
364
$1.75M 0.05%
23,228
-14,136
365
$1.75M 0.05%
126,201
+50,532
366
$1.73M 0.05%
50,526
-3,094
367
$1.73M 0.05%
23,886
+1,055
368
$1.72M 0.05%
77,663
+45,570
369
$1.7M 0.04%
28,726
+13,609
370
$1.7M 0.04%
19,653
+1,040
371
$1.69M 0.04%
20,657
+4,392
372
$1.69M 0.04%
25,467
+2,894
373
$1.69M 0.04%
35,100
-1,732
374
$1.67M 0.04%
15,110
+10,218
375
$1.67M 0.04%
+14,056
13 14
15
16 17