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
1101
$912K 0.01%
6,498
-4,646
1102
$908K 0.01%
7,048
+1,270
1103
$908K 0.01%
5,132
+879
1104
$905K 0.01%
23,175
-24,960
1105
$904K 0.01%
+19,769
1106
$901K 0.01%
97,617
-52,501
1107
$900K 0.01%
13,380
+775
1108
$899K 0.01%
19,396
-23,332
1109
$899K 0.01%
61,941
-1,194
1110
$899K 0.01%
+4,098
1111
$899K 0.01%
23,496
-7,412
1112
$898K 0.01%
28,520
-2,406
1113
$898K 0.01%
24,512
-1,707
1114
$896K 0.01%
27,349
+34
1115
$893K 0.01%
10,215
+45
1116
$890K 0.01%
25,486
-5,183
1117
$889K 0.01%
42,350
-2,220
1118
$889K 0.01%
17,145
-1,470
1119
$887K 0.01%
12,043
-842
1120
$886K 0.01%
40,076
-633
1121
$882K 0.01%
88,990
-5,551
1122
$877K 0.01%
9,271
+198
1123
$874K 0.01%
9,981
+161
1124
$872K 0.01%
59,088
-1,263
1125
$871K 0.01%
60,792
+3,981
43 44
45
46 47