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
$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
State Street Technology Select Sector SPDR ETF
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 8.18%
3 Healthcare 7.58%
4 Industrials 6.22%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$705K 0.01%
+26,844
1227
$705K 0.01%
+67,315
1228
$703K 0.01%
6,686
+1,000
1229
$702K 0.01%
27,091
-1,666
1230
$701K 0.01%
1,449
+154
1231
$699K 0.01%
12,952
+3,536
1232
$698K 0.01%
15,623
-2,733
1233
$694K 0.01%
8,230
-3,407
1234
$692K 0.01%
5,873
-130
1235
$690K 0.01%
84,534
-4,289
1236
$689K 0.01%
+9,506
1237
$688K 0.01%
104,503
-3,458
1238
$687K 0.01%
18,793
+13,145
1239
$686K 0.01%
9,555
-1,973
1240
$686K 0.01%
12,456
-7,615
1241
$685K 0.01%
+25,547
1242
$683K 0.01%
10,137
+160
1243
$683K 0.01%
31,266
+4,812
1244
$683K 0.01%
20,259
-826
1245
$682K 0.01%
27,254
-17,159
1246
$682K 0.01%
58,886
+5,053
1247
$680K 0.01%
24,364
-20,493
1248
$678K 0.01%
8,333
-6,141
1249
$676K 0.01%
+17,391
1250
$674K 0.01%
12,779
-3,343
48 49
50
51 52