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
1301
$622K ﹤0.01%
16,071
-3,046
1302
$622K ﹤0.01%
13,020
+3,131
1303
$621K ﹤0.01%
+30,061
1304
$620K ﹤0.01%
+7,989
1305
$620K ﹤0.01%
4,078
+109
1306
$620K ﹤0.01%
35,186
+25,017
1307
$618K ﹤0.01%
29,806
+3,942
1308
$616K ﹤0.01%
3,947
+1,821
1309
$612K ﹤0.01%
85,013
+11,202
1310
$610K ﹤0.01%
10,297
+3,430
1311
$610K ﹤0.01%
31,732
+262
1312
$610K ﹤0.01%
+6,250
1313
$607K ﹤0.01%
8,082
+117
1314
$607K ﹤0.01%
81,052
-24,727
1315
$607K ﹤0.01%
33,330
+16,089
1316
$605K ﹤0.01%
517
-200
1317
$604K ﹤0.01%
13,355
+2,502
1318
$601K ﹤0.01%
+11,179
1319
$600K ﹤0.01%
17,716
-195
1320
$599K ﹤0.01%
3,103
+231
1321
$599K ﹤0.01%
19,860
+1,147
1322
$599K ﹤0.01%
24,026
+10,060
1323
$598K ﹤0.01%
7,394
-177
1324
$598K ﹤0.01%
17,384
+554
1325
$597K ﹤0.01%
7,552
-1,500
51 52
53
54 55