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
1451
$481K ﹤0.01%
14,425
+1,382
1452
$481K ﹤0.01%
6,660
+1,560
1453
$481K ﹤0.01%
10,758
-2,207
1454
$480K ﹤0.01%
9,236
-451
1455
$479K ﹤0.01%
1,885
-3,892
1456
$479K ﹤0.01%
+7,192
1457
$478K ﹤0.01%
+14,666
1458
$476K ﹤0.01%
+22,594
1459
$476K ﹤0.01%
16,220
-2,080
1460
$476K ﹤0.01%
6,156
-350
1461
$475K ﹤0.01%
11,251
+570
1462
$474K ﹤0.01%
36,211
+57
1463
$473K ﹤0.01%
5,478
+514
1464
$471K ﹤0.01%
15,600
+6,327
1465
$471K ﹤0.01%
22,675
-42
1466
$470K ﹤0.01%
36,745
+195
1467
$469K ﹤0.01%
28,235
+2,800
1468
$469K ﹤0.01%
25,790
-19,434
1469
$468K ﹤0.01%
7,338
+810
1470
$467K ﹤0.01%
13,119
+2,473
1471
$465K ﹤0.01%
16,556
+297
1472
$464K ﹤0.01%
17,421
-156
1473
$463K ﹤0.01%
41,150
+30,647
1474
$462K ﹤0.01%
+18,000
1475
$460K ﹤0.01%
34,511
+1,988
57 58
59
60 61