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
1351
$577K ﹤0.01%
+11,440
1352
$576K ﹤0.01%
7,762
+1,364
1353
$576K ﹤0.01%
12,236
-1,376
1354
$575K ﹤0.01%
5,802
1355
$574K ﹤0.01%
+13,904
1356
$573K ﹤0.01%
9,567
-86
1357
$572K ﹤0.01%
21,209
-37,787
1358
$570K ﹤0.01%
30,085
-1,461
1359
$570K ﹤0.01%
32,393
+3,610
1360
$569K ﹤0.01%
34,626
-55
1361
$566K ﹤0.01%
13,875
+425
1362
$565K ﹤0.01%
47,833
+1,159
1363
$560K ﹤0.01%
19,100
+360
1364
$560K ﹤0.01%
7,454
+291
1365
$559K ﹤0.01%
27,344
-12,994
1366
$559K ﹤0.01%
12,343
-9,947
1367
$557K ﹤0.01%
14,489
-1,661
1368
$555K ﹤0.01%
16,031
-1,857
1369
$554K ﹤0.01%
11,338
-2,163
1370
$554K ﹤0.01%
13,666
+1,579
1371
$554K ﹤0.01%
17,360
+43
1372
$552K ﹤0.01%
36,822
+11,612
1373
$552K ﹤0.01%
24,457
+3,590
1374
$552K ﹤0.01%
24,398
1375
$550K ﹤0.01%
14,145
-375
53 54
55
56 57