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
1151
$811K 0.01%
5,260
+194
1152
$810K 0.01%
13,658
+2,112
1153
$809K 0.01%
17,489
-7,333
1154
$809K 0.01%
+26,092
1155
$806K 0.01%
20,860
+2,003
1156
$804K 0.01%
50,839
-13,256
1157
$804K 0.01%
22,620
+360
1158
$801K 0.01%
6,399
+790
1159
$800K 0.01%
+12,181
1160
$800K 0.01%
19,855
+2,068
1161
$800K 0.01%
3,704
+456
1162
$798K 0.01%
30,039
-4,633
1163
$797K 0.01%
8,710
+300
1164
$796K 0.01%
75,850
+21,506
1165
$794K 0.01%
49,685
+3,669
1166
$794K 0.01%
12,532
-185
1167
$792K 0.01%
29,757
+21,084
1168
$788K 0.01%
2,830
-602
1169
$788K 0.01%
21,419
+2,172
1170
$787K 0.01%
14,129
-30
1171
$785K 0.01%
10,481
-331
1172
$782K 0.01%
34,594
+470
1173
$782K 0.01%
16,645
+6,517
1174
$781K 0.01%
25,193
-5,344
1175
$781K 0.01%
61,730
+1,386
45 46
47
48 49