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
$3.82B
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$17.7M
3
+$17.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.7M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15M

Top Sells

1
+$51.9M
2
+$46.6M
3
+$45M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$43.3M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$27.1M

Sector Composition

1 Healthcare 10.53%
2 Financials 9.06%
3 Industrials 7.7%
4 Technology 7.54%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$80K ﹤0.01%
11,475
-2,983
1227
$80K ﹤0.01%
19,902
-3,489
1228
$77K ﹤0.01%
15,342
-710
1229
$73K ﹤0.01%
25,685
-250
1230
$71K ﹤0.01%
+12,357
1231
$69K ﹤0.01%
+10,390
1232
$69K ﹤0.01%
1,408
+166
1233
$66K ﹤0.01%
14,291
-4,450
1234
$65K ﹤0.01%
6,482
-16,355
1235
$64K ﹤0.01%
115
1236
$63K ﹤0.01%
+17,750
1237
$63K ﹤0.01%
12,000
-9,000
1238
$54K ﹤0.01%
17,299
+5,822
1239
$53K ﹤0.01%
6,610
+110
1240
$51K ﹤0.01%
+13,434
1241
$51K ﹤0.01%
2,961
-10,407
1242
$49K ﹤0.01%
14,021
1243
$48K ﹤0.01%
11,311
-16,170
1244
$43K ﹤0.01%
+547
1245
$42K ﹤0.01%
19,400
-5,750
1246
$42K ﹤0.01%
8,340
1247
$36K ﹤0.01%
101,613
-2,800
1248
$35K ﹤0.01%
3,346
-232
1249
$34K ﹤0.01%
23,026
-615
1250
$32K ﹤0.01%
11,748
-45
48 49
50
51 52