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
1001
$1.1M 0.01%
21,422
+130
1002
$1.1M 0.01%
20,115
-8,023
1003
$1.1M 0.01%
64,170
+305
1004
$1.09M 0.01%
43,333
-6,028
1005
$1.09M 0.01%
16,457
+11,230
1006
$1.09M 0.01%
63,292
-3,631
1007
$1.09M 0.01%
237,129
-17,555
1008
$1.08M 0.01%
11,568
+386
1009
$1.08M 0.01%
8,276
+117
1010
$1.08M 0.01%
8,883
+1,807
1011
$1.08M 0.01%
43,210
-360
1012
$1.08M 0.01%
9,118
+93
1013
$1.07M 0.01%
5,271
-453
1014
$1.07M 0.01%
28,509
+620
1015
$1.06M 0.01%
22,664
+5,399
1016
$1.06M 0.01%
4,613
-810
1017
$1.06M 0.01%
60,334
+1,995
1018
$1.06M 0.01%
+23,274
1019
$1.06M 0.01%
27,399
+13,043
1020
$1.06M 0.01%
22,931
+1,088
1021
$1.06M 0.01%
19,080
+410
1022
$1.06M 0.01%
27,467
+12,572
1023
$1.06M 0.01%
167,197
-3,285
1024
$1.06M 0.01%
53,619
+1,319
1025
$1.05M 0.01%
45,439
-5,052
39 40
41
42 43