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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.5M 0.03%
112,937
+11,827
527
$2.5M 0.03%
52,808
+13,446
528
$2.49M 0.03%
59,848
+2,999
529
$2.48M 0.03%
91,934
-2,363
530
$2.48M 0.03%
58,800
+2,561
531
$2.47M 0.03%
41,335
+830
532
$2.44M 0.03%
37,874
+9,896
533
$2.44M 0.03%
38,799
+818
534
$2.43M 0.03%
49,073
+555
535
$2.42M 0.03%
+43,089
536
$2.42M 0.03%
79,958
+27,093
537
$2.4M 0.03%
28,648
+1,306
538
$2.4M 0.03%
125,119
-129,158
539
$2.4M 0.03%
37,134
+331
540
$2.4M 0.03%
39,312
+7,961
541
$2.39M 0.03%
173,373
+15,032
542
$2.39M 0.03%
50,314
+2,344
543
$2.39M 0.03%
95,756
+74,580
544
$2.38M 0.03%
47,666
-48
545
$2.38M 0.03%
68,150
-28,379
546
$2.38M 0.03%
32,921
+21,026
547
$2.37M 0.03%
138,439
+78,825
548
$2.37M 0.03%
72,321
-503
549
$2.36M 0.03%
53,092
+6,268
550
$2.33M 0.03%
144,095
+5,727
20 21
22
23 24