Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
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
State Street Health Care Select Sector SPDR ETF
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
501
$1.13M 0.02%
14,221
-1,697
502
$1.13M 0.02%
28,530
-1,182
503
$1.13M 0.02%
23,068
+2,518
504
$1.13M 0.02%
9,350
+247
505
$1.12M 0.02%
21,136
+3,865
506
$1.12M 0.02%
59,432
-27,981
507
$1.12M 0.02%
18,781
+10,391
508
$1.12M 0.02%
21,073
-22,669
509
$1.12M 0.02%
17,674
+330
510
$1.12M 0.02%
26,186
+19,540
511
$1.11M 0.02%
85,250
+60,699
512
$1.11M 0.02%
8,200
-17
513
$1.11M 0.02%
24,760
-2,170
514
$1.1M 0.02%
71,919
+1,333
515
$1.1M 0.02%
21,252
+1,174
516
$1.1M 0.02%
67,076
+300
517
$1.09M 0.02%
14,215
+1,581
518
$1.09M 0.02%
19,696
+7,664
519
$1.09M 0.02%
48,413
+4,075
520
$1.09M 0.02%
23,100
-230
521
$1.09M 0.02%
12,289
+1,250
522
$1.08M 0.02%
115,500
-51,520
523
$1.08M 0.02%
45,931
-7,212
524
$1.08M 0.02%
23,179
-883
525
$1.07M 0.02%
31,384
+2,204
19 20
21
22 23