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
1476
$459K ﹤0.01%
14,359
+465
1477
$457K ﹤0.01%
2,187
+761
1478
$457K ﹤0.01%
591
-95
1479
$456K ﹤0.01%
25,156
+907
1480
$454K ﹤0.01%
34,092
+36
1481
$452K ﹤0.01%
2,408
-184
1482
$451K ﹤0.01%
8,935
-600
1483
$451K ﹤0.01%
20,863
+1,083
1484
$450K ﹤0.01%
50,691
+4,701
1485
$450K ﹤0.01%
12,592
-26
1486
$449K ﹤0.01%
12,598
-2,952
1487
$449K ﹤0.01%
6,443
+2
1488
$448K ﹤0.01%
9,438
-187
1489
$447K ﹤0.01%
+28,400
1490
$445K ﹤0.01%
1,765
-1
1491
$445K ﹤0.01%
11,322
-5,502
1492
$443K ﹤0.01%
31,295
-7,800
1493
$441K ﹤0.01%
10,501
+938
1494
$441K ﹤0.01%
1,943
+313
1495
$437K ﹤0.01%
6,845
-1,587
1496
$437K ﹤0.01%
25,553
+334
1497
$435K ﹤0.01%
7,464
+3,796
1498
$433K ﹤0.01%
23,526
+5,147
1499
$432K ﹤0.01%
23,604
-650
1500
$432K ﹤0.01%
67,476
-33
58 59
60
61 62