Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$16.1M 0.18%
257,227
+11,158
127
$16.1M 0.18%
182,747
+18,219
128
$16M 0.18%
563,708
-16,958
129
$15.7M 0.18%
185,935
+17,105
130
$15.6M 0.18%
170,392
+1,153
131
$15.6M 0.18%
133,681
+34,698
132
$15.6M 0.18%
339,687
+17,524
133
$15.4M 0.18%
75,158
-6,996
134
$15.4M 0.18%
116,204
+4,108
135
$15.1M 0.17%
180,453
+601
136
$15M 0.17%
373,088
+40,973
137
$14.5M 0.17%
310,405
+11,004
138
$14.4M 0.16%
185,738
+2,140
139
$14.4M 0.16%
97,278
-23,206
140
$14.4M 0.16%
183,745
+5,370
141
$14.4M 0.16%
430,693
+23,073
142
$14.4M 0.16%
197,236
+24,876
143
$14.2M 0.16%
473,326
+57,239
144
$14.2M 0.16%
93,129
+1,155
145
$14.1M 0.16%
183,637
+9,732
146
$14.1M 0.16%
336,183
+21,586
147
$14M 0.16%
128,255
-18,749
148
$14M 0.16%
200,519
-3,569
149
$14M 0.16%
204,871
+15,445
150
$13.9M 0.16%
253,337
+13,077