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
1401
$530K ﹤0.01%
606
+60
1402
$529K ﹤0.01%
45,892
+6,106
1403
$528K ﹤0.01%
26,974
+88
1404
$527K ﹤0.01%
21,786
+365
1405
$527K ﹤0.01%
17,660
+236
1406
$527K ﹤0.01%
32,185
+1,202
1407
$525K ﹤0.01%
5,197
-334
1408
$524K ﹤0.01%
15,968
-2,952
1409
$523K ﹤0.01%
10,142
-2,068
1410
$523K ﹤0.01%
+5,610
1411
$522K ﹤0.01%
5,865
+362
1412
$521K ﹤0.01%
16,248
+1,299
1413
$520K ﹤0.01%
13,394
-2,245
1414
$519K ﹤0.01%
4,371
-2,007
1415
$517K ﹤0.01%
10,771
+3,383
1416
$514K ﹤0.01%
25,723
+1,849
1417
$513K ﹤0.01%
+8,615
1418
$513K ﹤0.01%
3,741
+258
1419
$513K ﹤0.01%
22,564
-279
1420
$512K ﹤0.01%
39,487
+609
1421
$512K ﹤0.01%
41,277
-1,100
1422
$512K ﹤0.01%
10,110
+5,675
1423
$511K ﹤0.01%
61,255
-784
1424
$509K ﹤0.01%
10,253
-13
1425
$506K ﹤0.01%
13,722
-946
55 56
57
58 59