Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.68B
AUM Growth
+$773M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,568
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$95.6M
3 +$82.1M
4
T icon
AT&T
T
+$68.9M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$67.4M

Top Sells

1 +$74M
2 +$68.1M
3 +$67.9M
4
MSFT icon
Microsoft
MSFT
+$67.7M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$57.1M

Sector Composition

1 Healthcare 10.12%
2 Financials 8.18%
3 Technology 7.97%
4 Industrials 6.79%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
-11,523
1552
-13,520
1553
-12,190
1554
-37,134
1555
-9,462
1556
-22,608
1557
-23,058
1558
-16,472
1559
-173,660
1560
-88,836
1561
-75,142
1562
-56,064
1563
-4,220
1564
-42,000
1565
-20,276
1566
-63,840
1567
-377,886
1568
-3,468