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
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$174M
3 +$95.9M
4
BLK icon
Blackrock
BLK
+$82.6M
5
IYW icon
iShares US Technology ETF
IYW
+$81.1M

Top Sells

1 +$82.9M
2 +$68.7M
3 +$41.6M
4
AAPL icon
Apple
AAPL
+$39.3M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.25%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$665K ﹤0.01%
7,974
-7,276
1702
$665K ﹤0.01%
32,215
+4,879
1703
$665K ﹤0.01%
7,634
+1,402
1704
$665K ﹤0.01%
30,763
1705
$661K ﹤0.01%
44,170
+2,445
1706
$660K ﹤0.01%
23,811
-8,027
1707
$655K ﹤0.01%
22,686
-3,752
1708
$651K ﹤0.01%
34,317
-34,457
1709
$649K ﹤0.01%
+3,166
1710
$649K ﹤0.01%
7,174
-97
1711
$648K ﹤0.01%
46,352
+1,175
1712
$648K ﹤0.01%
30,400
+1,850
1713
$648K ﹤0.01%
14,980
+1,517
1714
$648K ﹤0.01%
2,628
+841
1715
$647K ﹤0.01%
33,602
-3,888
1716
$647K ﹤0.01%
29,513
-3,682
1717
$647K ﹤0.01%
13,514
+3,098
1718
$645K ﹤0.01%
12,673
-457
1719
$644K ﹤0.01%
1,922
+368
1720
$644K ﹤0.01%
25,388
-219
1721
$642K ﹤0.01%
5,478
-1,751
1722
$642K ﹤0.01%
14,700
+496
1723
$641K ﹤0.01%
+10,368
1724
$641K ﹤0.01%
33,344
-5,897
1725
$639K ﹤0.01%
8,645
+4,743