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
$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
State Street Health Care Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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
1501
$297K ﹤0.01%
22,533
-4,419
1502
$297K ﹤0.01%
+17,754
1503
$297K ﹤0.01%
6,963
+501
1504
$296K ﹤0.01%
8,597
1505
$296K ﹤0.01%
8,969
+1,135
1506
$295K ﹤0.01%
+7,045
1507
$293K ﹤0.01%
4,443
+712
1508
$293K ﹤0.01%
12,741
-147
1509
$293K ﹤0.01%
3,661
+382
1510
$293K ﹤0.01%
+9,939
1511
$292K ﹤0.01%
25,863
-6,199
1512
$292K ﹤0.01%
+2,166
1513
$292K ﹤0.01%
593
+118
1514
$292K ﹤0.01%
16,828
+1,583
1515
$291K ﹤0.01%
24,549
+1,600
1516
$291K ﹤0.01%
11,259
-2,151
1517
$291K ﹤0.01%
9,010
-1,397
1518
$290K ﹤0.01%
+23,211
1519
$290K ﹤0.01%
7,278
+1,152
1520
$290K ﹤0.01%
9,348
+1,252
1521
$289K ﹤0.01%
31,823
-1,646
1522
$289K ﹤0.01%
9,633
-120
1523
$289K ﹤0.01%
21,165
+4,389
1524
$289K ﹤0.01%
+3,714
1525
$288K ﹤0.01%
20,095
+5,069
59 60
61
62 63