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
$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
State Street Health Care Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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
1026
$809K 0.01%
73,590
+7,500
1027
$809K 0.01%
11,594
+2,178
1028
$808K 0.01%
42,959
-28,520
1029
$802K 0.01%
27,516
+952
1030
$802K 0.01%
9,198
+229
1031
$801K 0.01%
18,206
+5,720
1032
$797K 0.01%
12,884
+3,647
1033
$793K 0.01%
+6,709
1034
$793K 0.01%
+11,978
1035
$791K 0.01%
12,315
+1,474
1036
$786K 0.01%
+13,781
1037
$783K 0.01%
16,065
+3,197
1038
$780K 0.01%
29,616
+1,091
1039
$777K 0.01%
15,717
-2,939
1040
$776K 0.01%
22,400
1041
$773K 0.01%
9,997
-2,091
1042
$772K 0.01%
+7,834
1043
$770K 0.01%
38,765
+10,324
1044
$769K 0.01%
54,995
+2,295
1045
$763K 0.01%
+24,726
1046
$762K 0.01%
18,317
+2,419
1047
$761K 0.01%
65,239
+1,600
1048
$760K 0.01%
14,845
+30
1049
$759K 0.01%
46,980
+30,574
1050
$759K 0.01%
+25,706
40 41
42
43 44