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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$28.5M 0.32%
794,364
+320,404
77
$28.2M 0.32%
975,746
-502,446
78
$27.8M 0.32%
141,985
+10,835
79
$27.7M 0.32%
616,268
+21,821
80
$27.6M 0.31%
229,514
+12,444
81
$27.2M 0.31%
230,894
+5,080
82
$27.1M 0.31%
837,594
+173,444
83
$26.7M 0.3%
1,024,161
+88,254
84
$24.5M 0.28%
668,244
+45,220
85
$24.5M 0.28%
480,197
+46,840
86
$23.3M 0.27%
171,482
+26,881
87
$23.2M 0.26%
189,533
+6,141
88
$23M 0.26%
239,949
+105,960
89
$22.8M 0.26%
311,946
+33,210
90
$22.6M 0.26%
121,352
-3,136
91
$22.2M 0.25%
287,312
+18,340
92
$22.2M 0.25%
406,499
+28,763
93
$21.7M 0.25%
448,589
+54,115
94
$20.9M 0.24%
67,202
-2,510
95
$20.3M 0.23%
380,491
+8,436
96
$20.2M 0.23%
350,788
+19,822
97
$20M 0.23%
496,192
-3,415
98
$20M 0.23%
514,613
+112,801
99
$19.8M 0.23%
258,178
-12,373
100
$19.8M 0.23%
244,650
+28,472