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
1651
$329K ﹤0.01%
1,747
+24
1652
$328K ﹤0.01%
14,954
-14,807
1653
$328K ﹤0.01%
10,205
+21
1654
$328K ﹤0.01%
13,000
-3,145
1655
$327K ﹤0.01%
13,201
-400
1656
$327K ﹤0.01%
3,002
1657
$326K ﹤0.01%
12,489
+1,674
1658
$324K ﹤0.01%
35,775
-246
1659
$323K ﹤0.01%
3,212
+252
1660
$323K ﹤0.01%
2,759
+263
1661
$323K ﹤0.01%
2,490
+457
1662
$323K ﹤0.01%
2,072
+18
1663
$322K ﹤0.01%
11,202
+167
1664
$322K ﹤0.01%
7,722
+40
1665
$322K ﹤0.01%
15,127
-2,643
1666
$321K ﹤0.01%
9,339
+1,744
1667
$320K ﹤0.01%
3,125
-300
1668
$319K ﹤0.01%
41,615
+11,825
1669
$319K ﹤0.01%
49,681
+16,746
1670
$318K ﹤0.01%
2,953
1671
$318K ﹤0.01%
4,708
-893
1672
$317K ﹤0.01%
+25,270
1673
$317K ﹤0.01%
9,235
-879
1674
$316K ﹤0.01%
17,859
+700
1675
$316K ﹤0.01%
13,037
-6
65 66
67
68 69