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
1526
$417K ﹤0.01%
3,535
+18
1527
$416K ﹤0.01%
+9,846
1528
$416K ﹤0.01%
+15,292
1529
$415K ﹤0.01%
+9,434
1530
$414K ﹤0.01%
8,802
+349
1531
$413K ﹤0.01%
60,625
-713
1532
$412K ﹤0.01%
2,013
+585
1533
$412K ﹤0.01%
34,746
-4,051
1534
$412K ﹤0.01%
28,593
+7,970
1535
$412K ﹤0.01%
+7,172
1536
$411K ﹤0.01%
7,314
-422
1537
$411K ﹤0.01%
15,703
+55
1538
$411K ﹤0.01%
5,938
+1,665
1539
$411K ﹤0.01%
99,483
+17,069
1540
$410K ﹤0.01%
72,895
+955
1541
$409K ﹤0.01%
+55,640
1542
$409K ﹤0.01%
3,030
-399
1543
$408K ﹤0.01%
+9,255
1544
$406K ﹤0.01%
25,667
-1,447
1545
$406K ﹤0.01%
14,750
1546
$406K ﹤0.01%
6,434
-745
1547
$405K ﹤0.01%
6,386
+2,892
1548
$403K ﹤0.01%
3,041
-33,214
1549
$402K ﹤0.01%
4,983
-4,412
1550
$401K ﹤0.01%
2,027
+156
60 61
62
63 64