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
576
$825K 0.02%
9,656
-974
577
$825K 0.02%
28,824
+18,024
578
$824K 0.02%
16,337
+1,330
579
$824K 0.02%
+38,852
580
$820K 0.02%
19,867
+4,454
581
$814K 0.02%
11,089
-1,802
582
$809K 0.02%
25,662
+12,936
583
$809K 0.02%
29,957
+3,990
584
$809K 0.02%
13,124
+5,996
585
$807K 0.02%
92,275
-11,800
586
$806K 0.02%
65,824
-5,212
587
$803K 0.02%
18,893
+3,219
588
$802K 0.02%
5,600
589
$800K 0.02%
+9,665
590
$797K 0.02%
22,905
+535
591
$791K 0.02%
38,451
-4,160
592
$789K 0.02%
158,700
+66,150
593
$787K 0.02%
262
+13
594
$781K 0.02%
42,735
+3,962
595
$779K 0.02%
21,378
-4,211
596
$779K 0.02%
62,089
+30,552
597
$779K 0.02%
+14,042
598
$777K 0.02%
+25,973
599
$773K 0.02%
600
-111
600
$773K 0.02%
127,535
-63,854
22 23
24
25 26