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
$22.1B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$677M
2
+$141M
3
+$120M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$108M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$92.4M

Top Sells

1
+$270M
2
+$115M
3
+$115M
4
IYG icon
iShares US Financial Services ETF
IYG
+$89.4M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$72.2M

Sector Composition

1 Technology 7.8%
2 Healthcare 7.8%
3 Financials 6.34%
4 Industrials 5.61%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.75M 0.04%
247,719
-3,203
402
$8.73M 0.04%
219,991
+3,540
403
$8.71M 0.04%
+22,552
404
$8.7M 0.04%
102,306
-5,210
405
$8.68M 0.04%
170,241
+13,641
406
$8.68M 0.04%
163,044
+149,173
407
$8.65M 0.04%
83,507
-13,865
408
$8.63M 0.04%
34,724
+8,363
409
$8.63M 0.04%
141,494
+26,240
410
$8.62M 0.04%
22,538
+2,056
411
$8.59M 0.04%
305,908
+52,353
412
$8.58M 0.04%
44,807
-11,657
413
$8.55M 0.04%
121,319
-268
414
$8.54M 0.04%
424,522
+184,190
415
$8.53M 0.04%
95,520
+818
416
$8.52M 0.04%
+445,343
417
$8.51M 0.04%
24,201
-919
418
$8.45M 0.04%
28,581
-704
419
$8.43M 0.04%
72,540
+5,243
420
$8.42M 0.04%
352,091
+49,222
421
$8.42M 0.04%
26,025
+3,199
422
$8.4M 0.04%
278,288
+4,663
423
$8.37M 0.04%
128,837
+15,386
424
$8.32M 0.04%
351,078
+5,012
425
$8.27M 0.04%
80,032
+12,192
15 16
17
18 19