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
501
$3.81M 0.03%
151,002
+5,058
502
$3.78M 0.03%
+27,887
503
$3.78M 0.03%
210,553
-356
504
$3.78M 0.03%
197,658
-8,650
505
$3.77M 0.03%
352,493
506
$3.73M 0.03%
65,405
-443
507
$3.73M 0.03%
47,955
-5,056
508
$3.73M 0.03%
40,840
+1,938
509
$3.69M 0.03%
234,031
+96,666
510
$3.69M 0.03%
74,615
-10,087
511
$3.66M 0.03%
72,588
+28,467
512
$3.64M 0.03%
33,836
-436
513
$3.62M 0.03%
154,170
-23,284
514
$3.6M 0.03%
69,170
+823
515
$3.6M 0.03%
170,743
+1,224
516
$3.6M 0.03%
28,616
-10,924
517
$3.59M 0.03%
21,523
-84
518
$3.59M 0.03%
+121,492
519
$3.54M 0.03%
55,930
-123,125
520
$3.54M 0.03%
175,651
+6,796
521
$3.53M 0.03%
77,424
-1,227
522
$3.52M 0.03%
50,344
+3,829
523
$3.52M 0.03%
60,925
+1,972
524
$3.51M 0.03%
27,515
+3,936
525
$3.51M 0.03%
74,605
+12,310
19 20
21
22 23