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
1376
$549K ﹤0.01%
24,595
-4,546
1377
$549K ﹤0.01%
58,100
+40,700
1378
$548K ﹤0.01%
21,557
+6,422
1379
$548K ﹤0.01%
5,542
+911
1380
$546K ﹤0.01%
3,805
-911
1381
$546K ﹤0.01%
21,229
-4,725
1382
$546K ﹤0.01%
6,674
-2,600
1383
$546K ﹤0.01%
19,777
-5,319
1384
$543K ﹤0.01%
17,389
+412
1385
$543K ﹤0.01%
39,782
+9,243
1386
$542K ﹤0.01%
32,239
-885
1387
$542K ﹤0.01%
7,207
-4,537
1388
$540K ﹤0.01%
13,919
+50
1389
$539K ﹤0.01%
10,643
+530
1390
$539K ﹤0.01%
8,063
+1,128
1391
$535K ﹤0.01%
50,914
-611
1392
$535K ﹤0.01%
10,120
-195
1393
$535K ﹤0.01%
37,616
+4,885
1394
$533K ﹤0.01%
6,504
-2,499
1395
$533K ﹤0.01%
+21,398
1396
$532K ﹤0.01%
28,776
-3,101
1397
$531K ﹤0.01%
1,370
-140
1398
$531K ﹤0.01%
18,501
+9,251
1399
$531K ﹤0.01%
14,595
-115
1400
$531K ﹤0.01%
14,157
-917
54 55
56
57 58