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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$19.6M 0.22%
191,204
+2,957
102
$19.5M 0.22%
347,069
+2,825
103
$19.4M 0.22%
303,200
+2,913
104
$19.4M 0.22%
207,067
+15,553
105
$19.3M 0.22%
373,194
+21,755
106
$19M 0.22%
347,601
+1,614
107
$18.6M 0.21%
118,907
-2,590
108
$18.3M 0.21%
128,437
+1,494
109
$18.3M 0.21%
232,057
+11,643
110
$17.9M 0.2%
306,999
+5,812
111
$17.8M 0.2%
219,208
+25,416
112
$17.8M 0.2%
132,090
+18,000
113
$17.8M 0.2%
207,822
+6,670
114
$17.6M 0.2%
352,875
+31,428
115
$17.4M 0.2%
114,354
+31,785
116
$17.2M 0.2%
145,150
+7,807
117
$17.2M 0.2%
137,697
+12,691
118
$17M 0.19%
241,885
+9,840
119
$16.7M 0.19%
333,748
-6,354
120
$16.4M 0.19%
116,310
+9,315
121
$16.4M 0.19%
36,707
+3,217
122
$16.4M 0.19%
225,512
-4,676
123
$16.4M 0.19%
163,829
+35,250
124
$16.3M 0.19%
275,866
+11,029
125
$16.2M 0.19%
154,156
+8,882