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
$12.2B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$43.3M
3
+$34.7M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24M

Top Sells

1
+$36.5M
2
+$35.2M
3
+$19.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$18.4M

Sector Composition

1 Technology 8.73%
2 Financials 8.07%
3 Healthcare 7.88%
4 Industrials 6.2%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$871K 0.01%
18,670
+2,600
1102
$871K 0.01%
11,744
+3,243
1103
$860K 0.01%
47,118
+1,878
1104
$860K 0.01%
34,672
+9,410
1105
$856K 0.01%
22,446
+231
1106
$856K 0.01%
19,750
-162
1107
$850K 0.01%
11,528
+8,206
1108
$850K 0.01%
27,315
+1,556
1109
$849K 0.01%
40,900
+1,900
1110
$849K 0.01%
25,814
+2,144
1111
$848K 0.01%
46,016
+1,788
1112
$847K 0.01%
18,857
-1,438
1113
$846K 0.01%
30,908
-3,437
1114
$844K 0.01%
14,159
+134
1115
$842K 0.01%
60,351
-2,577
1116
$842K 0.01%
22,909
+3,042
1117
$841K 0.01%
63,963
-3,813
1118
$839K 0.01%
30,537
-5,139
1119
$838K 0.01%
14,821
+2,799
1120
$833K 0.01%
10,474
-443
1121
$832K 0.01%
9,108
+6,173
1122
$832K 0.01%
38,082
-6,015
1123
$831K 0.01%
36,166
+2,050
1124
$830K 0.01%
36,677
+1,398
1125
$823K 0.01%
28,403
+18,474
43 44
45
46 47