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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.5M 0.47%
355,069
+43,718
27
$22M 0.46%
731,520
-2,316
28
$21.4M 0.45%
466,756
-22,201
29
$21M 0.44%
545,788
+43,859
30
$19.4M 0.41%
254,405
+3,243
31
$19.2M 0.4%
206,147
+9,505
32
$19.1M 0.4%
668,640
+66,958
33
$19.1M 0.4%
283,684
+65,219
34
$18.2M 0.38%
296,548
+20,070
35
$18.2M 0.38%
159,109
+15,061
36
$17.8M 0.37%
577,256
+76,602
37
$17.5M 0.37%
217,844
+17,324
38
$16.2M 0.34%
117,031
+3,383
39
$16.2M 0.34%
590,463
+27,446
40
$16.1M 0.34%
234,288
+2,720
41
$16.1M 0.34%
153,744
-2,359
42
$15.8M 0.33%
122,158
+3,663
43
$15.7M 0.33%
195,532
+3,919
44
$15.3M 0.32%
227,815
+19,632
45
$15.1M 0.32%
161,994
-3,891
46
$15M 0.31%
141,154
+228
47
$14.7M 0.31%
235,223
+5,636
48
$14.7M 0.31%
309,402
+137,159
49
$14.6M 0.3%
356,018
+63,823
50
$14.5M 0.3%
366,849
+47,240
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2
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