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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$371K 0.01%
+17,960
952
$371K 0.01%
34,524
-1,740
953
$370K 0.01%
29,859
+16,638
954
$370K 0.01%
12,955
-6,539
955
$370K 0.01%
4,980
+210
956
$370K 0.01%
20,089
-4
957
$369K 0.01%
4,106
+932
958
$369K 0.01%
10,067
+314
959
$369K 0.01%
11,552
+2,956
960
$368K 0.01%
5,311
+25
961
$367K 0.01%
+4,717
962
$365K 0.01%
+30,200
963
$360K 0.01%
9,920
-4,024
964
$359K 0.01%
9,844
-630
965
$358K 0.01%
12,455
-11,540
966
$358K 0.01%
3,156
+1,306
967
$357K 0.01%
5,050
+650
968
$357K 0.01%
+18,000
969
$357K 0.01%
3,887
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970
$356K 0.01%
17,075
+2,251
971
$354K 0.01%
12,108
-738
972
$354K 0.01%
9,560
+3,052
973
$353K 0.01%
5,289
+1,133
974
$352K 0.01%
68,300
975
$352K 0.01%
10,649
+530
37 38
39
40 41