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
$7.51B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,857
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$38M
3 +$18.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Top Sells

1 +$36.8M
2 +$28.4M
3 +$15.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.6M
5
SE
Spectra Energy Corp Wi
SE
+$8.2M

Sector Composition

1 Financials 8.73%
2 Healthcare 8.73%
3 Technology 7.9%
4 Industrials 6.87%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$2.19M 0.03%
49,465
+1,256
527
$2.19M 0.03%
51,145
-781
528
$2.19M 0.03%
22,998
+1,598
529
$2.19M 0.03%
48,042
+7,462
530
$2.19M 0.03%
36,715
+10,225
531
$2.18M 0.03%
39,307
+19,859
532
$2.17M 0.03%
84,760
+11,214
533
$2.17M 0.03%
36,805
+9,642
534
$2.17M 0.03%
31,888
+3
535
$2.16M 0.03%
48,390
-440
536
$2.15M 0.03%
26,219
+4,394
537
$2.15M 0.03%
192,066
+1,854
538
$2.13M 0.03%
21,725
-3,859
539
$2.13M 0.03%
+125,070
540
$2.12M 0.03%
46,013
+2,413
541
$2.12M 0.03%
9,697
+3,544
542
$2.12M 0.03%
30,490
-346
543
$2.11M 0.03%
+67,362
544
$2.09M 0.03%
143,912
+68,565
545
$2.09M 0.03%
31,010
+10,832
546
$2.09M 0.03%
162,244
+10,544
547
$2.08M 0.03%
186,219
-7,921
548
$2.08M 0.03%
62,993
+6,465
549
$2.08M 0.03%
143,249
-4,002
550
$2.07M 0.03%
42,046
+6,452