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
$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
Technology Select Sector SPDR Fund
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 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55.1M 0.42%
420,041
+19,582
52
$53.1M 0.41%
807,814
+83,777
53
$52.8M 0.41%
445,123
-21,059
54
$51.5M 0.4%
658,143
-149,723
55
$51.3M 0.39%
265,721
-1,794
56
$50.9M 0.39%
244,983
+58,463
57
$50.2M 0.39%
897,764
+48,015
58
$48.8M 0.37%
1,122,314
-825
59
$48.3M 0.37%
810,618
+79,734
60
$45.7M 0.35%
846,240
+19,980
61
$45.6M 0.35%
836,532
+121,174
62
$45.6M 0.35%
1,237,125
-15,273
63
$45.5M 0.35%
976,476
+44,152
64
$44.8M 0.34%
340,177
+2,120
65
$44.5M 0.34%
552,141
-19,000
66
$44.4M 0.34%
671,334
+29,925
67
$43.8M 0.34%
871,088
-127,850
68
$42.9M 0.33%
729,954
-4,777
69
$42.7M 0.33%
521,030
+26,676
70
$42.5M 0.33%
835,322
+64,982
71
$42.5M 0.33%
319,627
+231,883
72
$42.2M 0.32%
736,866
+69,234
73
$40.9M 0.31%
282,423
+26,136
74
$40.9M 0.31%
139,240
+3,906
75
$40.4M 0.31%
853,685
+40,009
1 2
3
4 5