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
$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
Technology Select Sector SPDR Fund
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 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.6M 0.23%
206,115
-1,340
102
$28.9M 0.22%
348,027
+7,533
103
$28.8M 0.22%
211,541
+10,578
104
$28.7M 0.22%
633,443
-83,495
105
$28.7M 0.22%
934,316
+20,836
106
$28.7M 0.22%
328,092
+62,795
107
$28.7M 0.22%
958,194
-332,736
108
$28.6M 0.22%
466,681
-1,050
109
$28.6M 0.22%
501,755
+79,667
110
$28.3M 0.22%
189,014
-656
111
$27.5M 0.21%
159,832
+2,211
112
$27.5M 0.21%
282,442
+14,091
113
$27.5M 0.21%
355,234
+45,759
114
$27.2M 0.21%
184,746
-11,819
115
$27M 0.21%
1,295,417
+579,340
116
$26.2M 0.2%
910,540
+151,120
117
$26M 0.2%
149,791
+2,873
118
$25.9M 0.2%
766,391
-35,124
119
$25.3M 0.19%
287,050
+1,535
120
$25.3M 0.19%
414,164
+19,433
121
$25.2M 0.19%
119,715
+3,556
122
$25.1M 0.19%
226,108
+3,143
123
$24.9M 0.19%
378,915
+13,703
124
$24.9M 0.19%
223,590
+15,532
125
$24.8M 0.19%
329,720
-161,771
3 4
5
6 7