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
401
$1.56M 0.04%
43,720
+22,867
402
$1.56M 0.04%
20,956
+1,206
403
$1.55M 0.04%
38,001
-126
404
$1.55M 0.04%
32,008
+6,269
405
$1.55M 0.04%
43,297
+4,666
406
$1.55M 0.04%
34,618
+3,971
407
$1.54M 0.04%
98,357
+5,803
408
$1.54M 0.04%
50,379
-3,267
409
$1.52M 0.04%
+26,621
410
$1.52M 0.04%
39,432
+28,772
411
$1.5M 0.04%
49,575
+4,600
412
$1.5M 0.04%
41,192
+26,236
413
$1.5M 0.04%
28,637
+4,123
414
$1.49M 0.04%
40,991
+13,196
415
$1.49M 0.04%
71,232
-10,676
416
$1.49M 0.04%
19,273
+3,153
417
$1.48M 0.04%
36,433
-25,349
418
$1.48M 0.04%
20,373
+13,792
419
$1.47M 0.04%
32,146
+6,513
420
$1.47M 0.04%
+19,330
421
$1.47M 0.04%
41,635
+8,825
422
$1.47M 0.04%
17,516
+5,919
423
$1.46M 0.04%
69,816
-384
424
$1.46M 0.04%
20,363
-1,197
425
$1.46M 0.04%
18,693
+9,866
15 16
17
18 19