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
1051
$992K 0.01%
23,533
-712
1052
$992K 0.01%
12,109
+1,110
1053
$991K 0.01%
27,058
+14,768
1054
$990K 0.01%
7,578
-241
1055
$989K 0.01%
20,704
-796
1056
$988K 0.01%
46,037
-11,044
1057
$988K 0.01%
57,207
+39,017
1058
$984K 0.01%
28,126
+9,526
1059
$982K 0.01%
60,004
-4,953
1060
$981K 0.01%
715
+26
1061
$981K 0.01%
12,569
+2,414
1062
$980K 0.01%
24,184
-3,104
1063
$978K 0.01%
28,894
-12,165
1064
$975K 0.01%
24,334
+1,888
1065
$970K 0.01%
44,752
+108
1066
$966K 0.01%
17,537
+1,609
1067
$964K 0.01%
11,190
-23
1068
$963K 0.01%
4,209
+5
1069
$961K 0.01%
84,043
+9,737
1070
$958K 0.01%
8,802
+81
1071
$956K 0.01%
10,791
+849
1072
$954K 0.01%
31,692
+3,289
1073
$953K 0.01%
62,025
+2,480
1074
$951K 0.01%
9,342
+1,666
1075
$951K 0.01%
14,367
-270
41 42
43
44 45