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
601
$2.06M 0.02%
17,608
-179
602
$2.05M 0.02%
143,048
+59
603
$2.05M 0.02%
11,520
+1,453
604
$2.05M 0.02%
48,664
+4,401
605
$2.04M 0.02%
47,111
+40,629
606
$2.04M 0.02%
36,310
-2,988
607
$2.03M 0.02%
563,053
+273,525
608
$2.03M 0.02%
+102,668
609
$2.03M 0.02%
87,217
-12,453
610
$2.03M 0.02%
26,173
+22,069
611
$2.02M 0.02%
20,520
+8,844
612
$2.02M 0.02%
+9,096
613
$2.02M 0.02%
149,580
-3,930
614
$2.02M 0.02%
18,726
-2,873
615
$2.02M 0.02%
27,210
+16,998
616
$2.01M 0.02%
34,109
+7,263
617
$2M 0.02%
22,448
+3,156
618
$1.99M 0.02%
19,566
+626
619
$1.99M 0.02%
41,442
+15,894
620
$1.98M 0.02%
48,933
+14,486
621
$1.98M 0.02%
51,756
+4,576
622
$1.97M 0.02%
14,524
-1,126
623
$1.96M 0.02%
80,393
+2,468
624
$1.96M 0.02%
14,960
-4,846
625
$1.95M 0.02%
41,394
+1,698
23 24
25
26 27