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
1251
$674K 0.01%
10,079
+739
1252
$670K 0.01%
9,209
-236
1253
$670K 0.01%
22,902
-710
1254
$670K 0.01%
9,661
-307
1255
$669K 0.01%
122,508
-1,039
1256
$669K 0.01%
2,810
-57
1257
$666K 0.01%
39,506
+1,595
1258
$665K 0.01%
+18,776
1259
$665K 0.01%
26,570
+12,095
1260
$663K 0.01%
+41,338
1261
$663K 0.01%
14,511
-2,208
1262
$662K 0.01%
25,493
+3,393
1263
$660K 0.01%
9,645
+6,645
1264
$659K 0.01%
10,229
-527
1265
$656K 0.01%
15,069
-221
1266
$656K 0.01%
64,488
+6,045
1267
$653K 0.01%
36,567
+7,023
1268
$653K 0.01%
7,039
-1,453
1269
$651K 0.01%
38,526
+19,596
1270
$651K 0.01%
12,896
-1,257
1271
$650K 0.01%
22,968
+224
1272
$649K 0.01%
27,309
-2,215
1273
$649K 0.01%
30,390
-400
1274
$648K 0.01%
11,106
+5,967
1275
$645K 0.01%
67,889
+5,183
49 50
51
52 53