Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
Health Care Select Sector SPDR Fund
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
76
$10.5M 0.22%
238,904
-17,653
77
$10.1M 0.21%
86,235
+21,284
78
$10.1M 0.21%
382,116
-654
79
$10M 0.21%
120,086
+2,303
80
$9.88M 0.21%
177,362
+30,217
81
$9.17M 0.19%
155,196
+1,466
82
$9.06M 0.19%
603,400
+64,958
83
$9.03M 0.19%
40,180
+4,510
84
$8.74M 0.18%
81,669
+1,916
85
$8.59M 0.18%
93,355
+38,732
86
$8.58M 0.18%
109,235
-3,694
87
$8.53M 0.18%
99,418
+7,566
88
$8.44M 0.18%
463,286
+18,182
89
$8.41M 0.18%
119,050
-7,409
90
$8.34M 0.17%
96,789
-7,005
91
$8.32M 0.17%
97,778
-9,665
92
$8.3M 0.17%
166,178
+15,391
93
$8.27M 0.17%
59,088
+4,624
94
$8.23M 0.17%
103,099
-13,826
95
$8.12M 0.17%
133,658
-23,231
96
$7.99M 0.17%
59,132
-1,207
97
$7.95M 0.17%
106,427
+21,595
98
$7.93M 0.17%
98,876
+3,258
99
$7.82M 0.16%
119,547
-5,265
100
$7.72M 0.16%
142,886
-2,902
2 3
4
5 6