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
401
$5.42M 0.04%
+116,855
402
$5.37M 0.04%
88,109
+50,659
403
$5.36M 0.04%
42,616
-694
404
$5.32M 0.04%
111,079
+404
405
$5.31M 0.04%
325,878
+74,046
406
$5.31M 0.04%
14,965
-1,449
407
$5.3M 0.04%
65,631
-4,936
408
$5.3M 0.04%
450,385
+12,105
409
$5.28M 0.04%
19,278
-767
410
$5.28M 0.04%
96,885
-172,527
411
$5.26M 0.04%
38,338
+1,118
412
$5.25M 0.04%
38,384
+126
413
$5.24M 0.04%
52,504
+10,188
414
$5.24M 0.04%
32,540
+729
415
$5.23M 0.04%
178,020
+22,359
416
$5.23M 0.04%
417,914
-6,991
417
$5.22M 0.04%
29,108
+785
418
$5.22M 0.04%
374,681
+74,322
419
$5.21M 0.04%
369,824
+1,785
420
$5.19M 0.04%
32,962
-800
421
$5.17M 0.04%
35,723
-1,898
422
$5.16M 0.04%
155,364
-7,403
423
$5.15M 0.04%
445,693
+4,554
424
$5.13M 0.04%
60,960
+312
425
$5.11M 0.04%
178,702
+65,255
15 16
17
18 19