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
951
$1.22M 0.01%
16,776
952
$1.21M 0.01%
50,612
+440
953
$1.21M 0.01%
34,754
+519
954
$1.21M 0.01%
33,016
+8,059
955
$1.21M 0.01%
16,955
+1,367
956
$1.21M 0.01%
37,144
+3,804
957
$1.2M 0.01%
22,929
+515
958
$1.2M 0.01%
38,069
+4,513
959
$1.2M 0.01%
21,833
+5,587
960
$1.2M 0.01%
37,322
-2,504
961
$1.2M 0.01%
27,292
-2,549
962
$1.2M 0.01%
17,125
+1,463
963
$1.19M 0.01%
8,177
+639
964
$1.19M 0.01%
37,511
+1,244
965
$1.18M 0.01%
30,024
+289
966
$1.18M 0.01%
39,604
-14,366
967
$1.18M 0.01%
+47,116
968
$1.18M 0.01%
124,718
-10,991
969
$1.18M 0.01%
43,563
+4,309
970
$1.17M 0.01%
9,460
+1,908
971
$1.17M 0.01%
65,867
-1,249
972
$1.17M 0.01%
39,000
973
$1.17M 0.01%
38,963
-410
974
$1.17M 0.01%
20,113
-5,411
975
$1.16M 0.01%
1,936
+200
37 38
39
40 41