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
1201
$456K 0.01%
9,505
-20,637
1202
$455K 0.01%
26,646
-6,565
1203
$454K 0.01%
12,170
+4,829
1204
$453K 0.01%
22,382
+271
1205
$453K 0.01%
20,356
+4,174
1206
$453K 0.01%
34,746
+6,140
1207
$452K 0.01%
18,412
-15,835
1208
$447K 0.01%
8,173
+639
1209
$447K 0.01%
7,601
+995
1210
$447K 0.01%
28,314
+4,035
1211
$445K 0.01%
11,270
+4,218
1212
$443K 0.01%
4,318
+528
1213
$442K 0.01%
2,126
+20
1214
$442K 0.01%
21,747
+5,179
1215
$441K 0.01%
6,620
-765
1216
$440K 0.01%
18,057
+5,483
1217
$440K 0.01%
24,017
-490
1218
$439K 0.01%
7,272
-1,434
1219
$438K 0.01%
3,500
+650
1220
$436K 0.01%
+4,850
1221
$436K 0.01%
+3,120
1222
$435K 0.01%
21,845
+1,450
1223
$435K 0.01%
+10,431
1224
$435K 0.01%
17,613
-2,604
1225
$433K 0.01%
12,953
+430