Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
Health Care Select Sector SPDR Fund
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
Technology Select Sector SPDR Fund
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
51
$38.2M 0.43%
1,134,779
+98,188
52
$37.8M 0.43%
202,958
+10,860
53
$37.8M 0.43%
595,817
+193
54
$37.7M 0.43%
866,077
+125,569
55
$37.5M 0.43%
270,554
+7,470
56
$37.5M 0.43%
213,664
+141
57
$37M 0.42%
771,680
+24,260
58
$37M 0.42%
160,193
+5,883
59
$36.9M 0.42%
350,570
+3,510
60
$36.6M 0.42%
371,048
+7,233
61
$36.6M 0.42%
1,022,185
+198,700
62
$35.9M 0.41%
1,062,077
+13,674
63
$34.7M 0.39%
506,073
+21,892
64
$34.6M 0.39%
465,576
+71,706
65
$33.1M 0.38%
298,169
+15,644
66
$32.5M 0.37%
230,440
+11,758
67
$32.1M 0.37%
650,484
-50,868
68
$31.8M 0.36%
578,192
+31,966
69
$31.8M 0.36%
218,341
+25,672
70
$31.4M 0.36%
365,679
-7,738
71
$31.4M 0.36%
343,403
-5,674
72
$31.1M 0.35%
618,527
+166,229
73
$30.7M 0.35%
187,512
+17,517
74
$30.3M 0.35%
317,474
+112,565
75
$29.2M 0.33%
586,887
-222,460