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
651
$2.44M 0.02%
10,874
+3,017
652
$2.44M 0.02%
91,890
-1,801
653
$2.43M 0.02%
22,340
+2,783
654
$2.42M 0.02%
157,280
+19,543
655
$2.42M 0.02%
18,914
-474
656
$2.42M 0.02%
45,267
+22,724
657
$2.4M 0.02%
147,968
+10,016
658
$2.39M 0.02%
83,319
+35
659
$2.38M 0.02%
174,350
+13,928
660
$2.38M 0.02%
146,059
-2,018
661
$2.38M 0.02%
51,080
-16,410
662
$2.35M 0.02%
17,523
+1,019
663
$2.35M 0.02%
55,484
-6,768
664
$2.35M 0.02%
24,613
+2,503
665
$2.35M 0.02%
43,011
-823
666
$2.34M 0.02%
197,859
+12,362
667
$2.34M 0.02%
44,097
-27,005
668
$2.33M 0.02%
29,139
-616
669
$2.33M 0.02%
45,310
-944
670
$2.33M 0.02%
29,173
-7,913
671
$2.33M 0.02%
26,867
+331
672
$2.32M 0.02%
14,274
+2,950
673
$2.32M 0.02%
22,279
-173
674
$2.32M 0.02%
17,438
+2,557
675
$2.32M 0.02%
80,968
+6,771
25 26
27
28 29