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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.71M 0.02%
58,906
+6,955
677
$1.7M 0.02%
13,884
+356
678
$1.7M 0.02%
64,660
-8,057
679
$1.7M 0.02%
101,830
-36,856
680
$1.7M 0.02%
9,814
+147
681
$1.7M 0.02%
23,823
-834
682
$1.69M 0.02%
+74,760
683
$1.68M 0.02%
32,883
+1,050
684
$1.67M 0.02%
106,142
+6,096
685
$1.67M 0.02%
20,122
-541
686
$1.67M 0.02%
52,025
+4,050
687
$1.66M 0.02%
34,551
+5,887
688
$1.66M 0.02%
25,736
+4,716
689
$1.65M 0.02%
128,236
+5,522
690
$1.65M 0.02%
76,995
-50,535
691
$1.65M 0.02%
25,584
+3,335
692
$1.64M 0.02%
342,498
+70,468
693
$1.64M 0.02%
34,598
+10,037
694
$1.64M 0.02%
75,442
-4,102
695
$1.64M 0.02%
42,532
-2,033
696
$1.64M 0.02%
26,891
-1,028
697
$1.64M 0.02%
48,700
+475
698
$1.64M 0.02%
50,465
+952
699
$1.64M 0.02%
16,403
-5,636
700
$1.63M 0.02%
99,075
-7,596
26 27
28
29 30