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
$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
State Street Health Care Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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
1226
$533K 0.01%
6,677
+613
1227
$533K 0.01%
20,202
+4,184
1228
$532K 0.01%
28,036
+190
1229
$531K 0.01%
+9,287
1230
$531K 0.01%
31,710
-9,968
1231
$529K 0.01%
49,124
-7,373
1232
$529K 0.01%
15,415
-1,041
1233
$528K 0.01%
3,581
-11,574
1234
$526K 0.01%
35,809
+2,858
1235
$524K 0.01%
9,407
-493
1236
$523K 0.01%
24,674
+4,669
1237
$522K 0.01%
10,595
+3,791
1238
$521K 0.01%
6,200
-5,275
1239
$521K 0.01%
2,686
+1,472
1240
$520K 0.01%
14,220
+5,300
1241
$520K 0.01%
+27,684
1242
$517K 0.01%
6,138
-13,721
1243
$516K 0.01%
1,419
-191
1244
$511K 0.01%
7,735
-60
1245
$511K 0.01%
18,630
-3,705
1246
$511K 0.01%
10,835
-1,168
1247
$510K 0.01%
7,584
-303
1248
$510K 0.01%
26,069
-16,298
1249
$510K 0.01%
16,672
-54,963
1250
$508K 0.01%
5,394
+1,125
48 49
50
51 52