Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.51B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,857
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$38M
3 +$18.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Top Sells

1 +$36.8M
2 +$28.4M
3 +$15.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.6M
5
SE
Spectra Energy Corp Wi
SE
+$8.2M

Sector Composition

1 Financials 8.73%
2 Healthcare 8.73%
3 Technology 7.9%
4 Industrials 6.87%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$533K 0.01%
8,065
+292
1127
$533K 0.01%
28,341
-15,057
1128
$533K 0.01%
4,075
+1,260
1129
$531K 0.01%
35,299
+7,342
1130
$531K 0.01%
18,449
+1,367
1131
$530K 0.01%
+21,285
1132
$528K 0.01%
9,683
+3,698
1133
$528K 0.01%
+6,463
1134
$527K 0.01%
+13,037
1135
$527K 0.01%
18,750
+237
1136
$526K 0.01%
4,838
-52
1137
$525K 0.01%
4,280
+446
1138
$525K 0.01%
8,974
+5,836
1139
$525K 0.01%
13,916
+665
1140
$524K 0.01%
34,309
+4,960
1141
$518K 0.01%
14,796
-3,725
1142
$518K 0.01%
6,634
+759
1143
$513K 0.01%
35,289
-2,078
1144
$513K 0.01%
31,142
+2,329
1145
$511K 0.01%
20,388
1146
$510K 0.01%
25,868
-14,925
1147
$509K 0.01%
+6,979
1148
$508K 0.01%
76,940
1149
$507K 0.01%
26,543
+5,036
1150
$507K 0.01%
34,192
+5,410