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
626
$2.61M 0.02%
28,352
+425
627
$2.61M 0.02%
9,718
+196
628
$2.6M 0.02%
109,721
-14,925
629
$2.59M 0.02%
8,276
-695
630
$2.58M 0.02%
65,704
+16
631
$2.56M 0.02%
105,366
-44,430
632
$2.56M 0.02%
75,868
-66
633
$2.54M 0.02%
15,717
+975
634
$2.53M 0.02%
47,980
+6,557
635
$2.53M 0.02%
23,548
+1,593
636
$2.52M 0.02%
40,913
-289
637
$2.51M 0.02%
63,637
+16,584
638
$2.51M 0.02%
52,557
-11,786
639
$2.51M 0.02%
68,840
+42,799
640
$2.51M 0.02%
70,028
+7,514
641
$2.5M 0.02%
15,613
+283
642
$2.5M 0.02%
99,362
+87
643
$2.5M 0.02%
31,288
+8,943
644
$2.5M 0.02%
19,269
+5,841
645
$2.48M 0.02%
38,013
+764
646
$2.48M 0.02%
97,641
-22,084
647
$2.47M 0.02%
55,216
+3,914
648
$2.46M 0.02%
84,931
+69
649
$2.44M 0.02%
70,190
+9,530
650
$2.44M 0.02%
137,660
-730
24 25
26
27 28