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
$12.2B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$43.3M
3
+$34.7M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24M

Top Sells

1
+$36.5M
2
+$35.2M
3
+$19.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$18.4M

Sector Composition

1 Technology 8.73%
2 Financials 8.07%
3 Healthcare 7.88%
4 Industrials 6.2%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.2M 0.05%
70,208
+15,748
352
$6.12M 0.05%
80,669
+7,415
353
$6.08M 0.05%
48,622
+16,331
354
$6.06M 0.05%
255,120
+30,896
355
$6.04M 0.05%
84,833
+3,672
356
$6.01M 0.05%
90,780
+8,883
357
$5.95M 0.05%
79,435
-3,783
358
$5.93M 0.05%
360,473
+32,890
359
$5.92M 0.05%
70,740
-764
360
$5.86M 0.05%
233,536
+2,861
361
$5.84M 0.05%
110,623
+12,299
362
$5.8M 0.05%
+48,752
363
$5.78M 0.05%
5,806
-62
364
$5.72M 0.05%
108,162
+4,515
365
$5.7M 0.05%
20,045
+4,200
366
$5.67M 0.05%
77,372
+9,711
367
$5.67M 0.05%
16,414
-10,318
368
$5.66M 0.05%
368,039
-15,657
369
$5.65M 0.05%
441,139
-8,733
370
$5.62M 0.05%
65,023
+6,636
371
$5.61M 0.05%
25,833
-2,494
372
$5.6M 0.05%
154,212
+38,256
373
$5.59M 0.05%
70,567
+4,291
374
$5.59M 0.05%
187,490
-11,370
375
$5.57M 0.05%
633,901
+101,858
13 14
15
16 17