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
1426
$505K ﹤0.01%
72,359
+11,964
1427
$502K ﹤0.01%
5,707
-140
1428
$501K ﹤0.01%
12,458
-1,063
1429
$500K ﹤0.01%
4,080
-4,257
1430
$499K ﹤0.01%
19,224
-8,532
1431
$498K ﹤0.01%
12,241
-931
1432
$497K ﹤0.01%
19,218
-5,445
1433
$497K ﹤0.01%
+5,445
1434
$495K ﹤0.01%
19,270
-5,404
1435
$493K ﹤0.01%
+16,296
1436
$493K ﹤0.01%
51,867
+17,410
1437
$493K ﹤0.01%
8,019
-219
1438
$492K ﹤0.01%
3,365
-8,752
1439
$492K ﹤0.01%
+23,473
1440
$491K ﹤0.01%
21,590
-34,226
1441
$490K ﹤0.01%
+17,170
1442
$490K ﹤0.01%
5,414
-5,879
1443
$490K ﹤0.01%
21,971
+1,448
1444
$486K ﹤0.01%
12,027
+41
1445
$486K ﹤0.01%
11,265
-191
1446
$485K ﹤0.01%
+11,973
1447
$483K ﹤0.01%
3,891
-1,165
1448
$482K ﹤0.01%
13,726
-184
1449
$482K ﹤0.01%
19,443
-87
1450
$482K ﹤0.01%
5,035
+372
56 57
58
59 60