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
851
$1.53M 0.01%
58,699
+5,508
852
$1.53M 0.01%
159,856
+19,900
853
$1.53M 0.01%
39,106
+208
854
$1.52M 0.01%
1,386
+116
855
$1.52M 0.01%
51,948
-5,358
856
$1.51M 0.01%
28,439
-2,223
857
$1.51M 0.01%
59,654
-10,510
858
$1.5M 0.01%
22,763
-3,371
859
$1.5M 0.01%
12,326
+81
860
$1.5M 0.01%
22,785
+577
861
$1.5M 0.01%
41,481
+766
862
$1.49M 0.01%
317,646
+30,838
863
$1.48M 0.01%
43,120
-18,370
864
$1.48M 0.01%
178,222
-6,477
865
$1.48M 0.01%
28,850
-400
866
$1.47M 0.01%
30,024
-4,515
867
$1.47M 0.01%
70,428
+3,198
868
$1.46M 0.01%
+67,922
869
$1.44M 0.01%
56,763
-5,589
870
$1.44M 0.01%
28,413
+13,960
871
$1.44M 0.01%
19,240
+4,955
872
$1.43M 0.01%
118,942
+2,288
873
$1.42M 0.01%
45,401
-3,663
874
$1.42M 0.01%
44,017
-533
875
$1.41M 0.01%
25,070
+6,957
33 34
35
36 37