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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.18%
3 Healthcare 7.58%
4 Industrials 6.22%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.8M 0.02%
22,820
+240
602
$2.79M 0.02%
111,388
+6,174
603
$2.78M 0.02%
114,332
-2,836
604
$2.78M 0.02%
129,413
+113,399
605
$2.76M 0.02%
41,624
-2,551
606
$2.75M 0.02%
7,501
+1,225
607
$2.74M 0.02%
32,494
+4,297
608
$2.74M 0.02%
544,542
+9,348
609
$2.74M 0.02%
56,390
+693
610
$2.73M 0.02%
70,675
-4,673
611
$2.7M 0.02%
23,030
+1,436
612
$2.69M 0.02%
99,637
+4,191
613
$2.69M 0.02%
95,426
-19,201
614
$2.69M 0.02%
133,814
+3,107
615
$2.66M 0.02%
68,627
+28,165
616
$2.65M 0.02%
11,810
-57
617
$2.65M 0.02%
107,447
+19,686
618
$2.65M 0.02%
22,097
-5
619
$2.64M 0.02%
47,471
+24,981
620
$2.63M 0.02%
154,534
+67,515
621
$2.63M 0.02%
18,539
+18
622
$2.63M 0.02%
19,999
-3,285
623
$2.62M 0.02%
155,560
-874
624
$2.62M 0.02%
+105,562
625
$2.62M 0.02%
26,643
-516
23 24
25
26 27