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
826
$1.63M 0.01%
20,143
+133
827
$1.63M 0.01%
32,742
+8,517
828
$1.61M 0.01%
139,295
+39,400
829
$1.6M 0.01%
35,930
-663
830
$1.6M 0.01%
564,879
-18,027
831
$1.6M 0.01%
10,989
-405
832
$1.6M 0.01%
13,119
+793
833
$1.59M 0.01%
19,200
+3,726
834
$1.59M 0.01%
19,034
-292
835
$1.59M 0.01%
22,771
+1,275
836
$1.59M 0.01%
12,164
-76
837
$1.58M 0.01%
3,926
-719
838
$1.58M 0.01%
+42,544
839
$1.57M 0.01%
27,724
-1,498
840
$1.57M 0.01%
18,218
-419
841
$1.57M 0.01%
33,912
-5,100
842
$1.56M 0.01%
40,753
+5,717
843
$1.56M 0.01%
30,572
+530
844
$1.56M 0.01%
145,570
+48,065
845
$1.55M 0.01%
11,591
+389
846
$1.55M 0.01%
19,432
-8,161
847
$1.54M 0.01%
88,180
+3,068
848
$1.54M 0.01%
17,232
-261
849
$1.54M 0.01%
25,989
-678
850
$1.54M 0.01%
21,720
+6,944
32 33
34
35 36