Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.51B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,857
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$38M
3 +$18.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Top Sells

1 +$36.8M
2 +$28.4M
3 +$15.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.6M
5
SE
Spectra Energy Corp Wi
SE
+$8.2M

Sector Composition

1 Financials 8.73%
2 Healthcare 8.73%
3 Technology 7.9%
4 Industrials 6.87%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$71K ﹤0.01%
25,657
-5,249
1702
$69K ﹤0.01%
+22,927
1703
$67K ﹤0.01%
12,000
1704
$66K ﹤0.01%
10,980
+200
1705
$65K ﹤0.01%
5,978
-64
1706
$65K ﹤0.01%
+2,831
1707
$64K ﹤0.01%
+2,109
1708
$64K ﹤0.01%
1,667
1709
$63K ﹤0.01%
18,499
+198
1710
$63K ﹤0.01%
+797
1711
$63K ﹤0.01%
+24,501
1712
$63K ﹤0.01%
10,566
-633
1713
$62K ﹤0.01%
727
+167
1714
$61K ﹤0.01%
+1,314
1715
$61K ﹤0.01%
11,678
-100
1716
$61K ﹤0.01%
10,855
1717
$61K ﹤0.01%
28,500
+8,500
1718
$58K ﹤0.01%
+727
1719
$56K ﹤0.01%
+10,576
1720
$56K ﹤0.01%
20,900
1721
$52K ﹤0.01%
12,513
-3,030
1722
$52K ﹤0.01%
30,250
-9,750
1723
$51K ﹤0.01%
547
1724
$46K ﹤0.01%
1,525
1725
$39K ﹤0.01%
42,500
+7,500