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
801
$1.75M 0.01%
29,463
+2,322
802
$1.75M 0.01%
71,959
-949
803
$1.75M 0.01%
111,070
-1,559
804
$1.75M 0.01%
15,780
-351
805
$1.75M 0.01%
80,358
+11,527
806
$1.74M 0.01%
69,497
+4,270
807
$1.74M 0.01%
24,882
+11,768
808
$1.74M 0.01%
77,688
-4,456
809
$1.73M 0.01%
96,396
+14,236
810
$1.72M 0.01%
76,240
-1,598
811
$1.72M 0.01%
34,535
-1,926
812
$1.71M 0.01%
14,845
-1,575
813
$1.71M 0.01%
149,750
-800
814
$1.7M 0.01%
76,472
+1,359
815
$1.67M 0.01%
43,987
-191
816
$1.66M 0.01%
83,081
+16,225
817
$1.66M 0.01%
27,296
+11,630
818
$1.66M 0.01%
119,686
-6,613
819
$1.65M 0.01%
58,737
+1,302
820
$1.65M 0.01%
27,442
+663
821
$1.65M 0.01%
2,693
+665
822
$1.65M 0.01%
28,214
+4,852
823
$1.65M 0.01%
29,356
+2,286
824
$1.64M 0.01%
33,054
-4,616
825
$1.64M 0.01%
7,820
+1,942
31 32
33
34 35