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
1626
$345K ﹤0.01%
17,920
-1,738
1627
$345K ﹤0.01%
8,347
-2,623
1628
$345K ﹤0.01%
6,825
1629
$344K ﹤0.01%
16,284
-1,158
1630
$344K ﹤0.01%
+11,959
1631
$342K ﹤0.01%
6,294
-456
1632
$342K ﹤0.01%
5,222
-119
1633
$342K ﹤0.01%
13,763
+821
1634
$341K ﹤0.01%
4,829
-80
1635
$341K ﹤0.01%
21,011
+70
1636
$340K ﹤0.01%
+19,842
1637
$338K ﹤0.01%
+9,804
1638
$338K ﹤0.01%
5,677
-9
1639
$337K ﹤0.01%
+10,171
1640
$337K ﹤0.01%
12,258
-400
1641
$335K ﹤0.01%
42,268
-13,445
1642
$334K ﹤0.01%
23,892
+7,103
1643
$334K ﹤0.01%
+4,545
1644
$333K ﹤0.01%
84,360
-11,300
1645
$333K ﹤0.01%
6,918
-3,387
1646
$333K ﹤0.01%
13,169
1647
$331K ﹤0.01%
26,596
-4,608
1648
$330K ﹤0.01%
4,830
1649
$329K ﹤0.01%
+2,568
1650
$329K ﹤0.01%
6,724
-2,640
64 65
66
67 68