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
26
$81.8M 0.63%
383,769
+799
27
$81.5M 0.63%
1,426,766
+83,658
28
$78.7M 0.6%
292,376
-26,769
29
$77.8M 0.6%
1,015,897
+20,706
30
$77.3M 0.59%
2,995,271
+1,566,182
31
$76.5M 0.59%
614,454
+26,703
32
$76M 0.58%
1,796,543
+324,756
33
$75.2M 0.58%
1,935,435
-40,710
34
$75M 0.58%
858,662
+69,935
35
$75M 0.58%
206,039
+587
36
$73.9M 0.57%
2,400,103
+184,227
37
$71.8M 0.55%
514,382
+21,528
38
$67.2M 0.52%
1,242,080
+17,760
39
$66.7M 0.51%
1,643,468
+34,080
40
$66.6M 0.51%
1,392,216
+1,538
41
$66.1M 0.51%
992,126
+165,483
42
$63.9M 0.49%
382,261
+10,502
43
$63.2M 0.49%
1,132,016
+22,208
44
$63.1M 0.48%
238,670
+3,338
45
$62.4M 0.48%
1,213,722
+385,280
46
$62.1M 0.48%
254,512
+5,078
47
$58.5M 0.45%
281,432
+12,399
48
$57.8M 0.44%
643,242
+431,143
49
$57.7M 0.44%
1,125,940
+243,320
50
$55.7M 0.43%
1,921,575
+261,816
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