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
1601
$365K ﹤0.01%
15,650
1602
$365K ﹤0.01%
13,635
-2,170
1603
$361K ﹤0.01%
7,455
-1,674
1604
$360K ﹤0.01%
24,600
+1,750
1605
$359K ﹤0.01%
23,202
+78
1606
$359K ﹤0.01%
921
+217
1607
$358K ﹤0.01%
8,263
-1,325
1608
$358K ﹤0.01%
11,674
-39
1609
$358K ﹤0.01%
66,712
1610
$357K ﹤0.01%
5,136
-108
1611
$355K ﹤0.01%
13,893
+267
1612
$354K ﹤0.01%
2,747
+40
1613
$354K ﹤0.01%
6,317
-38
1614
$353K ﹤0.01%
6,456
+150
1615
$352K ﹤0.01%
11,621
+752
1616
$352K ﹤0.01%
7,666
-841
1617
$351K ﹤0.01%
12,130
-25,879
1618
$349K ﹤0.01%
18,902
-1,748
1619
$349K ﹤0.01%
10,448
-1,423
1620
$349K ﹤0.01%
8,155
-1,197
1621
$348K ﹤0.01%
10,300
1622
$347K ﹤0.01%
9,237
1623
$346K ﹤0.01%
15,804
+148
1624
$345K ﹤0.01%
12,083
-80
1625
$345K ﹤0.01%
7,744
+361
63 64
65
66 67