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
1701
$297K ﹤0.01%
5,520
-75
1702
$297K ﹤0.01%
19,430
-30,461
1703
$297K ﹤0.01%
2,726
+209
1704
$296K ﹤0.01%
19,146
+7,260
1705
$296K ﹤0.01%
7,963
1706
$296K ﹤0.01%
9,580
+918
1707
$296K ﹤0.01%
+14,220
1708
$295K ﹤0.01%
+4,206
1709
$294K ﹤0.01%
8,855
-500
1710
$291K ﹤0.01%
6,631
+23
1711
$291K ﹤0.01%
7,419
-2,608
1712
$291K ﹤0.01%
2,345
-684
1713
$290K ﹤0.01%
3,211
+117
1714
$290K ﹤0.01%
44,917
+2,125
1715
$289K ﹤0.01%
4,968
-8,912
1716
$288K ﹤0.01%
21,069
1717
$286K ﹤0.01%
+9,708
1718
$286K ﹤0.01%
4,511
+515
1719
$285K ﹤0.01%
8,594
+2,235
1720
$285K ﹤0.01%
2,956
-38
1721
$284K ﹤0.01%
12,724
+1,050
1722
$284K ﹤0.01%
2,686
-500
1723
$283K ﹤0.01%
+11,000
1724
$281K ﹤0.01%
+4,944
1725
$281K ﹤0.01%
49,950
-1,750
67 68
69
70 71