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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$850K 0.02%
42,651
+4,377
602
$847K 0.02%
26,883
+2,439
603
$845K 0.02%
47,598
+25,598
604
$844K 0.02%
27,576
+2,437
605
$842K 0.02%
16,408
+545
606
$836K 0.02%
8,204
+284
607
$836K 0.02%
6,690
+28
608
$833K 0.02%
+59,533
609
$832K 0.02%
73,215
-33,806
610
$832K 0.02%
20,724
+1,821
611
$831K 0.02%
40,009
-3,157
612
$830K 0.02%
21,824
+900
613
$828K 0.02%
21,965
-4,718
614
$828K 0.02%
18,739
+71
615
$826K 0.02%
79,773
+5,251
616
$826K 0.02%
1,127
617
$826K 0.02%
27,851
618
$825K 0.02%
22,544
-356
619
$822K 0.02%
24,209
+18
620
$821K 0.02%
29,030
+14,734
621
$820K 0.02%
20,264
+4,222
622
$817K 0.02%
56,614
+25,760
623
$817K 0.02%
23,715
+11,910
624
$815K 0.02%
21,508
+1,982
625
$813K 0.02%
43,567
+6,563
23 24
25
26 27