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
1501
$428K ﹤0.01%
9,101
-450
1502
$428K ﹤0.01%
6,520
+155
1503
$427K ﹤0.01%
4,113
+255
1504
$427K ﹤0.01%
+5,158
1505
$427K ﹤0.01%
+3,134
1506
$427K ﹤0.01%
8,126
+535
1507
$426K ﹤0.01%
12,540
+120
1508
$426K ﹤0.01%
18,971
+64
1509
$426K ﹤0.01%
10,057
+1,567
1510
$425K ﹤0.01%
+6,702
1511
$425K ﹤0.01%
44,985
-805
1512
$424K ﹤0.01%
+17,938
1513
$423K ﹤0.01%
20,261
+5,700
1514
$422K ﹤0.01%
55,749
+7,360
1515
$422K ﹤0.01%
9,001
-528
1516
$422K ﹤0.01%
+7,386
1517
$421K ﹤0.01%
61,622
+113
1518
$421K ﹤0.01%
28,040
+1,100
1519
$420K ﹤0.01%
16,272
-2,407
1520
$420K ﹤0.01%
35,886
-744
1521
$420K ﹤0.01%
4,484
-399
1522
$419K ﹤0.01%
51,591
-2,868
1523
$418K ﹤0.01%
26,615
-65
1524
$418K ﹤0.01%
16,200
1525
$418K ﹤0.01%
46,452
+1,776
59 60
61
62 63