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
$3.82B
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$17.7M
3
+$17.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.7M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15M

Top Sells

1
+$51.9M
2
+$46.6M
3
+$45M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$43.3M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$27.1M

Sector Composition

1 Healthcare 10.53%
2 Financials 9.06%
3 Industrials 7.7%
4 Technology 7.54%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$902K 0.02%
4,571
-859
552
$901K 0.02%
38,315
+7,686
553
$900K 0.02%
10,458
-6,756
554
$898K 0.02%
52,401
-4,320
555
$894K 0.02%
74,556
+56,745
556
$893K 0.02%
14,345
+187
557
$883K 0.02%
19,850
+555
558
$882K 0.02%
23,949
+1,438
559
$878K 0.02%
35,987
+1,338
560
$877K 0.02%
18,484
-1,043
561
$871K 0.02%
41,121
-1,906
562
$866K 0.02%
31,928
-15,456
563
$866K 0.02%
23,285
+4
564
$859K 0.02%
27,014
-374
565
$856K 0.02%
20,884
+4,195
566
$845K 0.02%
12,709
+1,189
567
$843K 0.02%
+6,235
568
$842K 0.02%
+10,736
569
$842K 0.02%
68,304
-28,647
570
$841K 0.02%
15,156
+8,149
571
$833K 0.02%
13,293
+3,452
572
$833K 0.02%
100,840
+14,350
573
$832K 0.02%
19,983
-9,959
574
$828K 0.02%
44,064
+17,998
575
$827K 0.02%
+15,349
21 22
23
24 25