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
376
$4.25M 0.05%
141,037
+9,881
377
$4.22M 0.05%
221,765
-798
378
$4.2M 0.05%
82,226
+4,499
379
$4.18M 0.05%
108,048
-1,598
380
$4.17M 0.05%
59,296
-1,950
381
$4.17M 0.05%
164,615
+12,818
382
$4.16M 0.05%
58,586
+225
383
$4.13M 0.05%
72,987
+8,703
384
$4.12M 0.05%
38,428
+2,060
385
$4.11M 0.05%
27,157
+913
386
$4.1M 0.05%
16,559
+493
387
$4.08M 0.05%
290,946
-24,615
388
$4.05M 0.05%
308,845
+120,846
389
$4.05M 0.05%
73,031
-4,332
390
$4.04M 0.05%
17,721
+599
391
$4.03M 0.05%
193,870
+129,420
392
$4.02M 0.05%
33,537
-1,541
393
$4.01M 0.05%
17,722
+4,217
394
$3.99M 0.05%
32,831
+8,417
395
$3.98M 0.05%
178,372
+4,204
396
$3.97M 0.05%
77,396
+4,892
397
$3.95M 0.05%
69,814
-57,588
398
$3.94M 0.04%
56,421
+621
399
$3.94M 0.04%
44,224
+110
400
$3.93M 0.04%
+20,841