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
376
$6.02M 0.05%
75,365
+33,935
377
$6M 0.05%
85,069
-34,796
378
$5.99M 0.05%
357,079
-3,394
379
$5.97M 0.05%
47,170
-526
380
$5.97M 0.05%
166,194
+11,982
381
$5.97M 0.05%
259,046
+3,926
382
$5.94M 0.05%
21,056
+2,978
383
$5.87M 0.05%
23,946
-1,386
384
$5.77M 0.04%
188,411
+4,730
385
$5.75M 0.04%
90,182
+32,989
386
$5.68M 0.04%
25,433
-400
387
$5.66M 0.04%
53,586
-4,410
388
$5.61M 0.04%
64,348
-675
389
$5.59M 0.04%
218,677
-7,747
390
$5.59M 0.04%
104,651
+16,688
391
$5.59M 0.04%
32,852
+4,888
392
$5.56M 0.04%
81,546
+37
393
$5.55M 0.04%
64,892
+8,640
394
$5.55M 0.04%
104,204
+2,083
395
$5.55M 0.04%
145,220
+28,313
396
$5.53M 0.04%
186,155
-3,120
397
$5.51M 0.04%
84,850
-510
398
$5.49M 0.04%
50,029
+360
399
$5.44M 0.04%
485,755
-4,643
400
$5.43M 0.04%
113,230
-1,816
14 15
16
17 18