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
$12.2B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$43.3M
3
+$34.7M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24M

Top Sells

1
+$36.5M
2
+$35.2M
3
+$19.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$18.4M

Sector Composition

1 Technology 8.73%
2 Financials 8.07%
3 Healthcare 7.88%
4 Industrials 6.2%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.69M 0.02%
18,521
+1,540
602
$2.69M 0.02%
42,111
-15,672
603
$2.69M 0.02%
130,707
+1,874
604
$2.65M 0.02%
156,434
-1,260
605
$2.63M 0.02%
15,334
+5,867
606
$2.63M 0.02%
83,284
+732
607
$2.61M 0.02%
48,294
+25,313
608
$2.6M 0.02%
37,615
+1,669
609
$2.6M 0.02%
93,691
-4,224
610
$2.6M 0.02%
83,774
-30,369
611
$2.6M 0.02%
65,688
+3,482
612
$2.58M 0.02%
32,977
+1,470
613
$2.57M 0.02%
54,610
+6,820
614
$2.57M 0.02%
19,708
-1,254
615
$2.57M 0.02%
62,295
-2,000
616
$2.55M 0.02%
22,580
-793
617
$2.55M 0.02%
106,532
+1,252
618
$2.52M 0.02%
41,202
-1,023
619
$2.5M 0.02%
132,882
+3,502
620
$2.5M 0.02%
27,927
+32
621
$2.49M 0.02%
73,270
+1,060
622
$2.48M 0.02%
62,252
-9,285
623
$2.47M 0.02%
84,862
-53
624
$2.46M 0.02%
11,867
+317
625
$2.46M 0.02%
46,550
+2,050
23 24
25
26 27