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
751
$1.46M 0.02%
10,461
+5
752
$1.46M 0.02%
59,039
+4,234
753
$1.46M 0.02%
45,900
+3,900
754
$1.45M 0.02%
23,343
-575
755
$1.45M 0.02%
22,490
+835
756
$1.45M 0.02%
24,924
+48
757
$1.44M 0.02%
39,622
+362
758
$1.44M 0.02%
15,042
+1,496
759
$1.44M 0.02%
34,633
+727
760
$1.44M 0.02%
92,439
-2,380
761
$1.43M 0.02%
39,615
+944
762
$1.42M 0.02%
189,156
+41,692
763
$1.42M 0.02%
9,512
-9,704
764
$1.42M 0.02%
47,906
+25,266
765
$1.42M 0.02%
16,658
-320
766
$1.41M 0.02%
3,163
+77
767
$1.41M 0.02%
42,833
-1,478
768
$1.41M 0.02%
34,709
+1,265
769
$1.4M 0.02%
11,695
-31,865
770
$1.39M 0.02%
12,237
+1,222
771
$1.39M 0.02%
68,588
-1,298
772
$1.39M 0.02%
1,511
-80
773
$1.39M 0.02%
11,722
+3,539
774
$1.39M 0.02%
11,876
-23
775
$1.38M 0.02%
28,764
+1,416
29 30
31
32 33