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
1151
$505K 0.01%
37,791
-2,173
1152
$503K 0.01%
8,285
-77
1153
$502K 0.01%
22,023
+8,823
1154
$502K 0.01%
38,255
+9,751
1155
$501K 0.01%
21,745
-3,957
1156
$501K 0.01%
72,201
-15,343
1157
$500K 0.01%
4,183
+508
1158
$499K 0.01%
+8,537
1159
$499K 0.01%
13,998
+1,114
1160
$498K 0.01%
21,462
+3,358
1161
$498K 0.01%
13,009
+2,224
1162
$498K 0.01%
12,200
1163
$496K 0.01%
6,413
+517
1164
$496K 0.01%
1,035
+448
1165
$496K 0.01%
12,306
+739
1166
$495K 0.01%
6,807
-3,322
1167
$494K 0.01%
11,537
-804
1168
$493K 0.01%
+13,200
1169
$493K 0.01%
18,887
+586
1170
$492K 0.01%
25,897
+1,717
1171
$487K 0.01%
23,969
+11,338
1172
$487K 0.01%
11,307
+547
1173
$487K 0.01%
17,064
+6,919
1174
$487K 0.01%
37,778
+2,222
1175
$485K 0.01%
732
-1,190