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
651
$2.29M 0.02%
37,249
+2,797
652
$2.28M 0.02%
74,197
+42,669
653
$2.26M 0.02%
37,450
+9,086
654
$2.26M 0.02%
30,189
+1,488
655
$2.26M 0.02%
54,601
+20,359
656
$2.25M 0.02%
25,471
-4,003
657
$2.25M 0.02%
51,302
+14,903
658
$2.24M 0.02%
19,851
-2,129
659
$2.23M 0.02%
104,153
-2,591
660
$2.22M 0.02%
44,121
+7,954
661
$2.21M 0.02%
80,089
-1,758
662
$2.21M 0.02%
113,210
+84,025
663
$2.21M 0.02%
46,254
-4,384
664
$2.21M 0.02%
84,556
-16,442
665
$2.2M 0.02%
69,379
+59,560
666
$2.19M 0.02%
51,241
-4,738
667
$2.18M 0.02%
+167,600
668
$2.17M 0.02%
89,859
+6,184
669
$2.17M 0.02%
87,761
+1,122
670
$2.16M 0.02%
83,578
+3,134
671
$2.16M 0.02%
123,960
+41,208
672
$2.15M 0.02%
41,423
-17,248
673
$2.15M 0.02%
6,276
+109
674
$2.14M 0.02%
185,497
+55,924
675
$2.14M 0.02%
208,444
+35,115
25 26
27
28 29