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
551
$3.27M 0.03%
32,955
-83
552
$3.27M 0.03%
47,534
+15,008
553
$3.25M 0.02%
31,933
+2,091
554
$3.24M 0.02%
61,305
+3,872
555
$3.23M 0.02%
1,869
-33
556
$3.23M 0.02%
124,093
+13,242
557
$3.23M 0.02%
51,743
-455
558
$3.21M 0.02%
109,416
+2,884
559
$3.2M 0.02%
43,786
-2,193
560
$3.19M 0.02%
57,412
+2,654
561
$3.19M 0.02%
59,063
-6,882
562
$3.18M 0.02%
16,668
-187
563
$3.18M 0.02%
52,253
-271
564
$3.16M 0.02%
72,968
+1,738
565
$3.15M 0.02%
3,755
+1,009
566
$3.15M 0.02%
63,269
-2,853
567
$3.15M 0.02%
277,587
+150,689
568
$3.13M 0.02%
38,689
+1,074
569
$3.11M 0.02%
129,854
+16,495
570
$3.11M 0.02%
35,555
-3,996
571
$3.1M 0.02%
78,071
-22,709
572
$3.1M 0.02%
89,302
-1,245
573
$3.09M 0.02%
96,211
+2,592
574
$3.08M 0.02%
67,422
-3,645
575
$3.08M 0.02%
29,152
-1,142
21 22
23
24 25