Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.5M
3
+$13.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.63%
4 Technology 4.91%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1552
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1553
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1554
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1555
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1556
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1557
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1559
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1560
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1561
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1562
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-7,848
1563
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-13,720
1564
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-4,848
1565
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-7,725
1566
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-25,361
1567
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1568
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1569
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-24,320
1570
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-16,950
1571
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-140,676
1572
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1573
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1574
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-11,218
1575
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-12,788
61 62
63
64 65