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
451
$4.6M 0.04%
66,593
-2,319
452
$4.58M 0.04%
144,641
-6,909
453
$4.57M 0.04%
133,541
+4,051
454
$4.54M 0.03%
310,307
+9,510
455
$4.54M 0.03%
68,505
+10,772
456
$4.53M 0.03%
190,684
+20,505
457
$4.52M 0.03%
39,548
-24,733
458
$4.51M 0.03%
51,998
+1,141
459
$4.5M 0.03%
121,443
-12,458
460
$4.5M 0.03%
271,705
+18,407
461
$4.48M 0.03%
39,568
-114,505
462
$4.47M 0.03%
75,670
+720
463
$4.46M 0.03%
37,850
-2,646
464
$4.46M 0.03%
31,560
+396
465
$4.45M 0.03%
85,950
+3,045
466
$4.45M 0.03%
126,122
-965
467
$4.43M 0.03%
21,575
+2,076
468
$4.3M 0.03%
147,536
+207
469
$4.3M 0.03%
52,683
+26,383
470
$4.28M 0.03%
166,371
+25,029
471
$4.28M 0.03%
90,771
+20,067
472
$4.26M 0.03%
46,935
+5,022
473
$4.23M 0.03%
49,942
+3,545
474
$4.23M 0.03%
53,260
+810
475
$4.2M 0.03%
93,581
+21,655
17 18
19
20 21