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
526
$3.5M 0.03%
157,632
-20,378
527
$3.46M 0.03%
36,818
-3,985
528
$3.46M 0.03%
118,170
-296
529
$3.46M 0.03%
110,388
+12,939
530
$3.44M 0.03%
20,257
+4,923
531
$3.43M 0.03%
12,505
+893
532
$3.43M 0.03%
33,098
+1,141
533
$3.42M 0.03%
18,699
-517
534
$3.42M 0.03%
69,732
+5,851
535
$3.41M 0.03%
72,992
+4,425
536
$3.4M 0.03%
99,735
-1,905
537
$3.39M 0.03%
183,449
+76,385
538
$3.39M 0.03%
92,947
+10,213
539
$3.38M 0.03%
28,510
+209
540
$3.37M 0.03%
133,629
+13,067
541
$3.36M 0.03%
67,917
-15,357
542
$3.34M 0.03%
22,447
+488
543
$3.34M 0.03%
153,282
+7,618
544
$3.33M 0.03%
44,758
+1,310
545
$3.32M 0.03%
95,286
+619
546
$3.32M 0.03%
84,523
-20,956
547
$3.31M 0.03%
65,165
+5,005
548
$3.29M 0.03%
81,174
-3,813
549
$3.28M 0.03%
11,456
+3,972
550
$3.27M 0.03%
53,189
-2,424
20 21
22
23 24