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
$12.2B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$43.3M
3
+$34.7M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24M

Top Sells

1
+$36.5M
2
+$35.2M
3
+$19.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$18.4M

Sector Composition

1 Technology 8.73%
2 Financials 8.07%
3 Healthcare 7.88%
4 Industrials 6.2%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.29M 0.03%
66,122
-6,379
527
$3.29M 0.03%
168,855
+257
528
$3.29M 0.03%
116,209
-28,435
529
$3.29M 0.03%
128,726
+69,193
530
$3.27M 0.03%
45,979
-17,087
531
$3.27M 0.03%
28,301
+293
532
$3.26M 0.03%
34,347
+147
533
$3.25M 0.03%
71,067
-607
534
$3.24M 0.03%
206,308
+42,299
535
$3.24M 0.03%
39,551
+96
536
$3.22M 0.03%
72,644
+1,122
537
$3.21M 0.03%
114,323
-515
538
$3.21M 0.03%
43,448
+3,576
539
$3.19M 0.03%
66,807
+49,542
540
$3.19M 0.03%
21,959
+3,380
541
$3.18M 0.03%
19,216
-58,793
542
$3.18M 0.03%
97,710
+1,156
543
$3.17M 0.03%
68,567
+6,446
544
$3.17M 0.03%
34,272
-1,597
545
$3.14M 0.03%
52,524
-5,717
546
$3.12M 0.03%
60,160
-13,885
547
$3.12M 0.03%
30,294
+544
548
$3.11M 0.03%
75,348
-22,159
549
$3.09M 0.03%
58,953
-13,498
550
$3.08M 0.03%
33,038
+1,440
20 21
22
23 24