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
926
$1.28M 0.01%
26,260
-134,150
927
$1.27M 0.01%
47,435
-30,514
928
$1.26M 0.01%
84,545
+17,955
929
$1.26M 0.01%
50,132
+3,582
930
$1.26M 0.01%
11,092
+9,426
931
$1.26M 0.01%
27,598
-14,845
932
$1.26M 0.01%
245,123
-4,748
933
$1.25M 0.01%
24,451
+9,311
934
$1.25M 0.01%
22,219
+7,134
935
$1.25M 0.01%
97,036
-1,788
936
$1.24M 0.01%
25,802
+1,404
937
$1.24M 0.01%
63,315
+2,407
938
$1.24M 0.01%
38,069
-2,554
939
$1.24M 0.01%
19,713
+8,242
940
$1.23M 0.01%
64,653
-51
941
$1.23M 0.01%
24,538
+10,268
942
$1.23M 0.01%
59,913
+1,727
943
$1.23M 0.01%
37,099
-6,293
944
$1.23M 0.01%
56,615
-2,606
945
$1.23M 0.01%
19,184
-1,053
946
$1.22M 0.01%
38,310
+16,172
947
$1.22M 0.01%
19,297
-86
948
$1.22M 0.01%
41,794
-1,285
949
$1.22M 0.01%
90,633
+26,670
950
$1.22M 0.01%
41,765
-4,613
36 37
38
39 40