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
626
$2.46M 0.02%
99,275
-12,824
627
$2.44M 0.02%
23,579
+6,081
628
$2.44M 0.02%
176,190
+16,552
629
$2.43M 0.02%
49,086
+4,553
630
$2.43M 0.02%
+180,488
631
$2.42M 0.02%
89,649
-1,905
632
$2.4M 0.02%
42,045
+4,757
633
$2.4M 0.02%
52,698
+6,363
634
$2.4M 0.02%
68,027
+10,145
635
$2.38M 0.02%
51,508
-5,633
636
$2.38M 0.02%
37,086
-15,852
637
$2.37M 0.02%
104,658
-17,544
638
$2.36M 0.02%
174,220
-2,501
639
$2.36M 0.02%
95,446
+1,663
640
$2.35M 0.02%
138,390
-1,370
641
$2.35M 0.02%
150,118
+3,208
642
$2.35M 0.02%
46,399
-717
643
$2.33M 0.02%
35,461
+7,181
644
$2.33M 0.02%
148,077
-2,183
645
$2.32M 0.02%
110,610
+24,662
646
$2.32M 0.02%
27,575
-9,513
647
$2.31M 0.02%
11,761
+408
648
$2.31M 0.02%
43,834
+130
649
$2.31M 0.02%
21,955
-2,406
650
$2.3M 0.02%
19,388
-170
24 25
26
27 28