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
1326
$596K ﹤0.01%
38,903
-1,186
1327
$596K ﹤0.01%
55,252
-5,431
1328
$594K ﹤0.01%
50,447
-5,095
1329
$594K ﹤0.01%
6,233
+2,634
1330
$590K ﹤0.01%
107,306
-5,950
1331
$590K ﹤0.01%
45,497
+4,338
1332
$587K ﹤0.01%
+10,528
1333
$586K ﹤0.01%
13,523
+3,542
1334
$586K ﹤0.01%
24,169
-27,246
1335
$585K ﹤0.01%
+22,819
1336
$584K ﹤0.01%
36,815
+13,447
1337
$584K ﹤0.01%
21,952
+1,209
1338
$584K ﹤0.01%
26,647
-4,886
1339
$584K ﹤0.01%
21,372
-269
1340
$583K ﹤0.01%
+33,855
1341
$582K ﹤0.01%
+6,875
1342
$581K ﹤0.01%
18,300
+4,069
1343
$580K ﹤0.01%
6,582
-1,743
1344
$580K ﹤0.01%
17,661
-1,719
1345
$580K ﹤0.01%
6,428
+53
1346
$580K ﹤0.01%
7,908
-586
1347
$579K ﹤0.01%
50,543
-1,128
1348
$578K ﹤0.01%
17,932
-4,305
1349
$578K ﹤0.01%
30,346
+9,298
1350
$577K ﹤0.01%
16,308
-81,402
52 53
54
55 56