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
$7.51B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,857
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$38M
3 +$18.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Top Sells

1 +$36.8M
2 +$28.4M
3 +$15.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.6M
5
SE
Spectra Energy Corp Wi
SE
+$8.2M

Sector Composition

1 Financials 8.73%
2 Healthcare 8.73%
3 Technology 7.9%
4 Industrials 6.87%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$2.78M 0.04%
27,039
+16,034
452
$2.76M 0.04%
42,369
+9,444
453
$2.75M 0.04%
165,849
+3,070
454
$2.75M 0.04%
14,763
+1,486
455
$2.74M 0.04%
106,879
-3,600
456
$2.74M 0.04%
25,054
+5,935
457
$2.74M 0.04%
84,523
+5,423
458
$2.74M 0.04%
129,367
-2,200
459
$2.73M 0.04%
58,328
+3,547
460
$2.72M 0.04%
45,364
+11,098
461
$2.71M 0.04%
84,029
+881
462
$2.71M 0.04%
20,158
-634
463
$2.69M 0.04%
85,418
+10,962
464
$2.69M 0.04%
180,102
-5,070
465
$2.69M 0.04%
194,913
+24,865
466
$2.67M 0.04%
25,359
+861
467
$2.67M 0.04%
21,724
+8,903
468
$2.67M 0.04%
58,928
-8,169
469
$2.66M 0.04%
63,739
+33,273
470
$2.66M 0.04%
36,476
-379
471
$2.65M 0.04%
27,159
+10,747
472
$2.64M 0.04%
39,584
-19,355
473
$2.59M 0.03%
20,557
+7,925
474
$2.59M 0.03%
41,688
+7,806
475
$2.59M 0.03%
45,003
+9,392