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
726
$1.56M 0.02%
236,638
-622
727
$1.55M 0.02%
172,635
-40,288
728
$1.55M 0.02%
64,536
+230
729
$1.55M 0.02%
104,658
+6,446
730
$1.54M 0.02%
30,597
+6,722
731
$1.54M 0.02%
12,911
-6,745
732
$1.54M 0.02%
7,762
+13
733
$1.54M 0.02%
32,603
-3,262
734
$1.54M 0.02%
37,476
-1,896
735
$1.54M 0.02%
23,250
+2,630
736
$1.53M 0.02%
23,760
+8,060
737
$1.53M 0.02%
24,326
-30,343
738
$1.53M 0.02%
+33,267
739
$1.53M 0.02%
26,796
+3,312
740
$1.51M 0.02%
42,617
-8,998
741
$1.5M 0.02%
45,684
+16,853
742
$1.5M 0.02%
13,548
+308
743
$1.5M 0.02%
17,275
+980
744
$1.49M 0.02%
124,269
+857
745
$1.48M 0.02%
46,475
-22,092
746
$1.48M 0.02%
26,355
+179
747
$1.48M 0.02%
75,244
+3,060
748
$1.48M 0.02%
129,960
+6,668
749
$1.47M 0.02%
33,484
-1,180
750
$1.47M 0.02%
84,373
-3,516
28 29
30
31 32