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
1226
$207K ﹤0.01%
10,053
+1,200
1227
$207K ﹤0.01%
2,455
+41
1228
$207K ﹤0.01%
2,433
-1,944
1229
$207K ﹤0.01%
9,014
-1,611
1230
$207K ﹤0.01%
+892
1231
$206K ﹤0.01%
+3,010
1232
$206K ﹤0.01%
3,742
-3,168
1233
$205K ﹤0.01%
92
-7
1234
$205K ﹤0.01%
+4,276
1235
$205K ﹤0.01%
8,057
-458
1236
$205K ﹤0.01%
11,034
-2,473
1237
$205K ﹤0.01%
+16,741
1238
$205K ﹤0.01%
+1,808
1239
$205K ﹤0.01%
+1,400
1240
$205K ﹤0.01%
4,205
-375
1241
$204K ﹤0.01%
9,753
+62
1242
$204K ﹤0.01%
2,235
-75
1243
$204K ﹤0.01%
5,192
+54
1244
$202K ﹤0.01%
+8,367
1245
$201K ﹤0.01%
6,725
-197
1246
$201K ﹤0.01%
+4,350
1247
$201K ﹤0.01%
22,230
+1,048
1248
$201K ﹤0.01%
5,739
-2,568
1249
$200K ﹤0.01%
12,127
+1,407
1250
$199K ﹤0.01%
15,590
48 49
50
51 52