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
701
$2.02M 0.02%
125,968
+8,965
702
$2.01M 0.02%
4,645
+1,077
703
$2.01M 0.02%
60,660
+13,618
704
$2.01M 0.02%
26,488
+42
705
$2M 0.02%
28,569
+4,167
706
$2M 0.02%
+80,707
707
$1.99M 0.02%
64,879
-193,399
708
$1.99M 0.02%
19,557
-98
709
$1.99M 0.02%
2,746
+1,280
710
$1.98M 0.02%
5,997
+162
711
$1.98M 0.02%
125,515
+4,469
712
$1.98M 0.02%
58,834
-2,930
713
$1.97M 0.02%
21,499
+998
714
$1.97M 0.02%
14,742
+1,777
715
$1.97M 0.02%
62,009
-3,839
716
$1.97M 0.02%
107,064
+42,885
717
$1.97M 0.02%
16,458
+3,938
718
$1.96M 0.02%
115,546
-5,181
719
$1.96M 0.02%
154,707
+18,882
720
$1.96M 0.02%
22,110
+5,195
721
$1.96M 0.02%
+30,479
722
$1.96M 0.02%
28,197
+7,166
723
$1.96M 0.02%
85,112
+7,467
724
$1.95M 0.02%
51,514
+1,091
725
$1.94M 0.02%
156,465
+7,959
27 28
29
30 31