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
976
$1.16M 0.01%
26,457
+267
977
$1.16M 0.01%
31,800
-775
978
$1.15M 0.01%
73,206
+699
979
$1.15M 0.01%
33,838
-18,950
980
$1.15M 0.01%
28,377
-3,093
981
$1.15M 0.01%
51,751
-1,121
982
$1.15M 0.01%
37,295
-1,958
983
$1.15M 0.01%
40,255
-1,477
984
$1.14M 0.01%
37,480
+6,072
985
$1.14M 0.01%
106,714
+34,555
986
$1.14M 0.01%
26,439
-28,162
987
$1.14M 0.01%
24,571
+870
988
$1.14M 0.01%
56,070
+3,950
989
$1.13M 0.01%
13,170
+1,112
990
$1.13M 0.01%
78,641
-42,149
991
$1.13M 0.01%
17,696
+2,642
992
$1.12M 0.01%
50,520
-858
993
$1.12M 0.01%
45,965
-22,929
994
$1.12M 0.01%
20,410
-295
995
$1.11M 0.01%
55,107
-7,435
996
$1.11M 0.01%
5,817
+327
997
$1.11M 0.01%
70,190
998
$1.11M 0.01%
7,816
-893
999
$1.11M 0.01%
23,443
+12,231
1000
$1.1M 0.01%
29,216
-1,400
38 39
40
41 42