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
551
$3.07M 0.03%
52,198
-4,637
552
$3.02M 0.02%
+90,547
553
$3.02M 0.02%
53,186
-13,740
554
$3.02M 0.02%
120,562
+14,552
555
$3.01M 0.02%
63,881
+2,085
556
$3.01M 0.02%
57,984
+4,912
557
$3M 0.02%
57,433
-103
558
$3M 0.02%
204,654
+35,088
559
$2.99M 0.02%
28,338
-3,574
560
$2.99M 0.02%
41,430
-94
561
$2.98M 0.02%
93,619
-37,402
562
$2.97M 0.02%
118,466
+6,710
563
$2.97M 0.02%
34,147
+7,859
564
$2.96M 0.02%
54,758
+773
565
$2.96M 0.02%
71,230
-13,098
566
$2.94M 0.02%
20,756
+230
567
$2.94M 0.02%
114,627
+13,610
568
$2.92M 0.02%
64,343
+23,685
569
$2.92M 0.02%
119,725
+8,422
570
$2.91M 0.02%
113,447
+1,039
571
$2.91M 0.02%
22,461
+13,646
572
$2.91M 0.02%
110,851
+450
573
$2.91M 0.02%
61,145
+7,418
574
$2.9M 0.02%
111,185
+57,628
575
$2.87M 0.02%
117,168
+5,312
21 22
23
24 25