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
726
$2.04M 0.02%
63,685
+13,293
727
$2.03M 0.02%
82,620
+17,115
728
$2.03M 0.02%
58,201
-633
729
$2.02M 0.02%
158,333
+1,868
730
$2.02M 0.02%
31,217
-960
731
$2.02M 0.02%
79,133
+4,921
732
$2.02M 0.02%
15,207
+905
733
$2.02M 0.02%
36,154
+1,750
734
$2.01M 0.02%
8,133
+838
735
$2.01M 0.02%
15,593
+11,925
736
$2.01M 0.02%
33,547
+13,902
737
$2.01M 0.02%
78,624
-5,932
738
$2M 0.02%
69,925
-44,398
739
$2M 0.02%
11,101
+1,557
740
$1.99M 0.02%
34,515
+7,268
741
$1.98M 0.02%
9,509
+4,110
742
$1.97M 0.02%
437,947
-13,500
743
$1.97M 0.02%
44,337
-212
744
$1.97M 0.02%
25,241
+11,819
745
$1.96M 0.02%
40,139
+17,854
746
$1.95M 0.02%
127,277
+1,309
747
$1.94M 0.01%
130,951
+63,263
748
$1.94M 0.01%
44,483
-2,049
749
$1.94M 0.01%
78,940
+4,448
750
$1.94M 0.01%
62,976
-1,903
28 29
30
31 32