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
1201
$739K 0.01%
12,127
-491
1202
$738K 0.01%
27,200
1203
$737K 0.01%
+11,870
1204
$737K 0.01%
8,560
-548
1205
$736K 0.01%
8,199
+2,703
1206
$733K 0.01%
74,826
+21,921
1207
$732K 0.01%
9,547
+190
1208
$728K 0.01%
31,688
+684
1209
$727K 0.01%
17,669
-5,873
1210
$724K 0.01%
45,124
-1,994
1211
$722K 0.01%
+5,045
1212
$721K 0.01%
7,468
+689
1213
$719K 0.01%
4,016
+186
1214
$719K 0.01%
+33,926
1215
$717K 0.01%
36,790
+9,415
1216
$716K 0.01%
34,482
-276
1217
$716K 0.01%
20,413
+3,649
1218
$715K 0.01%
+20,832
1219
$714K 0.01%
14,878
-2,750
1220
$713K 0.01%
10,543
+3,065
1221
$711K 0.01%
54,103
-7,455
1222
$710K 0.01%
13,237
-2,582
1223
$709K 0.01%
27,525
+9,950
1224
$707K 0.01%
6,118
+4,123
1225
$706K 0.01%
6,709
-761
47 48
49
50 51