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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.66M 0.05%
651,444
+17,543
352
$6.66M 0.05%
481,990
-27,192
353
$6.61M 0.05%
123,622
+12,999
354
$6.6M 0.05%
353,032
+105,340
355
$6.56M 0.05%
125,887
-896
356
$6.54M 0.05%
210,702
+23,212
357
$6.49M 0.05%
50,774
+2,022
358
$6.48M 0.05%
79,154
-15,909
359
$6.43M 0.05%
31,419
+5,759
360
$6.43M 0.05%
35,043
-1,817
361
$6.4M 0.05%
285,820
-31,855
362
$6.38M 0.05%
81,892
+2,457
363
$6.35M 0.05%
81,845
-2,988
364
$6.33M 0.05%
41,321
+529
365
$6.3M 0.05%
+263,753
366
$6.28M 0.05%
88,062
+14,080
367
$6.23M 0.05%
30,452
-3,299
368
$6.22M 0.05%
37,573
+3,679
369
$6.21M 0.05%
5,701
-105
370
$6.12M 0.05%
80,686
+17
371
$6.11M 0.05%
49,135
+45
372
$6.09M 0.05%
69,224
-1,516
373
$6.09M 0.05%
65,344
+7,796
374
$6.09M 0.05%
109,114
-28,621
375
$6.05M 0.05%
97,574
+3,802
13 14
15
16 17