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
1026
$1.05M 0.01%
46,514
+3,675
1027
$1.05M 0.01%
7,115
+3,032
1028
$1.04M 0.01%
87,348
-1,339
1029
$1.04M 0.01%
12,201
+1,126
1030
$1.03M 0.01%
37,622
+19,521
1031
$1.03M 0.01%
12,172
+9,215
1032
$1.03M 0.01%
57,908
+4,979
1033
$1.03M 0.01%
7,077
-3,911
1034
$1.03M 0.01%
9,079
+1,418
1035
$1.03M 0.01%
12,014
+15
1036
$1.03M 0.01%
44,725
-4,333
1037
$1.03M 0.01%
9,334
-1,444
1038
$1.03M 0.01%
15,513
-489
1039
$1.02M 0.01%
7,184
+401
1040
$1.02M 0.01%
46,734
+594
1041
$1.02M 0.01%
62,925
-47,685
1042
$1.01M 0.01%
28,639
-319
1043
$1.01M 0.01%
6,161
+19
1044
$1.01M 0.01%
11,797
+4,857
1045
$1.01M 0.01%
68,145
-2,500
1046
$998K 0.01%
19,014
+4,734
1047
$998K 0.01%
43,820
-4,310
1048
$994K 0.01%
25,643
+218
1049
$994K 0.01%
85,318
-1,500
1050
$994K 0.01%
21,516
-129
40 41
42
43 44