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
1551
$401K ﹤0.01%
+7,815
1552
$400K ﹤0.01%
+19,435
1553
$400K ﹤0.01%
9,392
+93
1554
$399K ﹤0.01%
6,570
+322
1555
$399K ﹤0.01%
7,590
+2,735
1556
$398K ﹤0.01%
30,495
+1,170
1557
$398K ﹤0.01%
3,336
-308
1558
$397K ﹤0.01%
6,150
-1,650
1559
$394K ﹤0.01%
8,385
-14
1560
$393K ﹤0.01%
3,329
+841
1561
$392K ﹤0.01%
13,534
+403
1562
$392K ﹤0.01%
15,945
+254
1563
$391K ﹤0.01%
+47,733
1564
$391K ﹤0.01%
7,812
-179
1565
$390K ﹤0.01%
4,676
1566
$389K ﹤0.01%
6,942
+512
1567
$389K ﹤0.01%
7,109
-561
1568
$388K ﹤0.01%
8,428
+105
1569
$387K ﹤0.01%
56,028
1570
$387K ﹤0.01%
13,078
+525
1571
$386K ﹤0.01%
234,000
-5,000
1572
$385K ﹤0.01%
5,064
+644
1573
$385K ﹤0.01%
42,243
-3,730
1574
$384K ﹤0.01%
30,883
+518
1575
$384K ﹤0.01%
29,364
+5,757
61 62
63
64 65