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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.18M 0.02%
54,072
+36,227
577
$2.17M 0.02%
38,684
+130
578
$2.17M 0.02%
35,952
-3,723
579
$2.17M 0.02%
55,219
+396
580
$2.17M 0.02%
71,433
+24,596
581
$2.17M 0.02%
59,103
-7,280
582
$2.16M 0.02%
115,280
+49,659
583
$2.16M 0.02%
26,468
-906
584
$2.16M 0.02%
77,145
-2,659
585
$2.14M 0.02%
73,310
-645
586
$2.14M 0.02%
20,812
+483
587
$2.14M 0.02%
77,775
-19,078
588
$2.13M 0.02%
+74,044
589
$2.13M 0.02%
9,409
-4,150
590
$2.13M 0.02%
71,469
+3,597
591
$2.12M 0.02%
39,316
+1,246
592
$2.11M 0.02%
72,882
+3,340
593
$2.11M 0.02%
4,715
-1,562
594
$2.1M 0.02%
12,011
+416
595
$2.1M 0.02%
+199,976
596
$2.09M 0.02%
27,253
+6,273
597
$2.09M 0.02%
98,389
+8,810
598
$2.08M 0.02%
21,843
-211
599
$2.06M 0.02%
169,999
-105
600
$2.06M 0.02%
+137,866
22 23
24
25 26