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
801
$1.3M 0.01%
31,447
+1,524
802
$1.29M 0.01%
150,236
+1,024
803
$1.29M 0.01%
34,452
+572
804
$1.29M 0.01%
31,020
+851
805
$1.29M 0.01%
11,586
-42,196
806
$1.29M 0.01%
981
+50
807
$1.27M 0.01%
24,039
-3,334
808
$1.27M 0.01%
13,173
-13,599
809
$1.27M 0.01%
29,602
+834
810
$1.27M 0.01%
52,711
+3,750
811
$1.26M 0.01%
22,490
+7,680
812
$1.26M 0.01%
11,276
+122
813
$1.26M 0.01%
10,162
-185
814
$1.26M 0.01%
29,600
+950
815
$1.26M 0.01%
10,705
+5,743
816
$1.26M 0.01%
26,485
+7,811
817
$1.25M 0.01%
+95,853
818
$1.24M 0.01%
44,389
+16,994
819
$1.24M 0.01%
33,958
-45,858
820
$1.24M 0.01%
20,297
+3,180
821
$1.23M 0.01%
38,018
+2,971
822
$1.23M 0.01%
58,879
-6,947
823
$1.23M 0.01%
75,007
+1,272
824
$1.23M 0.01%
45,984
-50
825
$1.23M 0.01%
10,419
+2,518
31 32
33
34 35