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
901
$1.35M 0.01%
28,663
+7,910
902
$1.34M 0.01%
36,091
+2,081
903
$1.34M 0.01%
37,428
+56
904
$1.34M 0.01%
22,056
+2,914
905
$1.33M 0.01%
7,818
+82
906
$1.33M 0.01%
16,076
+5,888
907
$1.33M 0.01%
48,956
-173
908
$1.33M 0.01%
46,205
+2,281
909
$1.33M 0.01%
24,424
+652
910
$1.33M 0.01%
21,851
-506
911
$1.32M 0.01%
40,760
+23,546
912
$1.32M 0.01%
7,911
-1,223
913
$1.32M 0.01%
22,204
-6,060
914
$1.31M 0.01%
74,596
-26,767
915
$1.31M 0.01%
4,176
-400
916
$1.31M 0.01%
+59,999
917
$1.3M 0.01%
2,697
+730
918
$1.3M 0.01%
13,319
+2,222
919
$1.3M 0.01%
9,223
-1,651
920
$1.3M 0.01%
11,544
-860
921
$1.3M 0.01%
35,107
-1,556
922
$1.3M 0.01%
54,476
+741
923
$1.29M 0.01%
+77,338
924
$1.29M 0.01%
53,604
+5,148
925
$1.29M 0.01%
49,370
+4,679
35 36
37
38 39