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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$54.5M 0.62%
1,133,320
+29,060
27
$54.2M 0.62%
887,439
+7,465
28
$53.3M 0.61%
209,492
-15,023
29
$50.5M 0.58%
361,869
+166,794
30
$50.2M 0.57%
929,546
+96,455
31
$49.2M 0.56%
553,274
+16,362
32
$48.8M 0.56%
1,281,573
+119,994
33
$46.8M 0.53%
1,217,389
+33,372
34
$46.8M 0.53%
274,060
+6,025
35
$46.6M 0.53%
1,451,668
+95,844
36
$46.3M 0.53%
184,486
-25,682
37
$43.8M 0.5%
1,429,629
-483,736
38
$42.8M 0.49%
426,797
+230,232
39
$42.7M 0.49%
396,017
-12,602
40
$42.6M 0.49%
531,985
+51,402
41
$42.4M 0.48%
817,556
+68,550
42
$41.8M 0.48%
948,540
+41,961
43
$41M 0.47%
743,987
-12,975
44
$40.9M 0.47%
756,822
+46,568
45
$40.4M 0.46%
506,663
+43,765
46
$40.3M 0.46%
1,588,955
+133,173
47
$39.6M 0.45%
355,337
+6,657
48
$39.4M 0.45%
618,577
+13,120
49
$39M 0.45%
265,615
+25,305
50
$38.7M 0.44%
745,134
+4,921