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
526
$1.07M 0.02%
64,375
527
$1.06M 0.02%
65,545
-3,150
528
$1.06M 0.02%
4,469
+654
529
$1.06M 0.02%
41,125
-4,120
530
$1.06M 0.02%
44,241
+1,235
531
$1.06M 0.02%
13,291
+1,304
532
$1.05M 0.02%
23,207
-1,294
533
$1.05M 0.02%
34,930
+4,135
534
$1.05M 0.02%
25,015
-2,559
535
$1.04M 0.02%
10,016
-159
536
$1.04M 0.02%
29,345
-1,415
537
$1.04M 0.02%
20,684
+3,240
538
$1.03M 0.02%
14,907
+3,555
539
$1.03M 0.02%
73,187
-2,710
540
$1.02M 0.02%
37,673
-818
541
$1.02M 0.02%
86,015
+10,915
542
$1.02M 0.02%
125,820
+43,400
543
$1.02M 0.02%
114,832
-1,657
544
$1.02M 0.02%
44,320
+2,029
545
$1.02M 0.02%
29,876
+20,136
546
$1.01M 0.02%
21,657
+8,376
547
$1.01M 0.02%
10,321
+7,786
548
$1.01M 0.02%
41,919
+7,442
549
$1.01M 0.02%
+50,177
550
$1M 0.02%
6,728
-40
20 21
22
23 24