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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$216K ﹤0.01%
+6,809
1202
$216K ﹤0.01%
4,718
-440
1203
$216K ﹤0.01%
4,597
+705
1204
$216K ﹤0.01%
+3,429
1205
$216K ﹤0.01%
5,455
1206
$216K ﹤0.01%
5,044
+142
1207
$214K ﹤0.01%
4,758
-180
1208
$214K ﹤0.01%
11,571
-4,496
1209
$214K ﹤0.01%
13,454
-2,136
1210
$213K ﹤0.01%
+9,540
1211
$213K ﹤0.01%
19,799
-13,677
1212
$212K ﹤0.01%
6,570
-600
1213
$212K ﹤0.01%
15,675
-1,654
1214
$212K ﹤0.01%
+4,071
1215
$212K ﹤0.01%
13,424
-54
1216
$210K ﹤0.01%
+4,206
1217
$210K ﹤0.01%
11,435
-1,000
1218
$210K ﹤0.01%
41,775
-12,000
1219
$209K ﹤0.01%
6,630
-95
1220
$209K ﹤0.01%
632
-58
1221
$209K ﹤0.01%
8,632
+571
1222
$209K ﹤0.01%
+2,745
1223
$208K ﹤0.01%
2,924
1224
$208K ﹤0.01%
13,655
1225
$207K ﹤0.01%
4,472
+122
47 48
49
50 51