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
676
$2.32M 0.02%
74,641
-9,133
677
$2.32M 0.02%
91,174
+7,984
678
$2.31M 0.02%
26,437
+372
679
$2.31M 0.02%
20,001
+150
680
$2.31M 0.02%
11,507
-254
681
$2.31M 0.02%
132,268
-614
682
$2.31M 0.02%
168,520
+920
683
$2.31M 0.02%
15,528
-576
684
$2.29M 0.02%
100,925
-3,733
685
$2.28M 0.02%
17,803
-61,833
686
$2.28M 0.02%
31,421
-45,951
687
$2.28M 0.02%
40,578
-26,499
688
$2.27M 0.02%
162,548
-11,672
689
$2.27M 0.02%
76,380
+3,759
690
$2.26M 0.02%
211,076
+2,632
691
$2.26M 0.02%
18,533
+3,729
692
$2.26M 0.02%
23,120
-2,351
693
$2.25M 0.02%
25,962
-911
694
$2.25M 0.02%
43,314
-1,082
695
$2.25M 0.02%
78,580
-1,509
696
$2.25M 0.02%
38,485
+779
697
$2.22M 0.02%
54,079
+2,868
698
$2.22M 0.02%
77,550
+29,206
699
$2.21M 0.02%
88,767
+8,060
700
$2.2M 0.02%
4,362
+351
26 27
28
29 30