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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.44M 0.11%
33,608
+4,122
152
$5.44M 0.11%
134,979
+3,901
153
$5.42M 0.11%
72,077
-1,932
154
$5.39M 0.11%
108,805
+11,883
155
$5.33M 0.11%
181,026
-20,686
156
$5.33M 0.11%
156,220
+58,013
157
$5.33M 0.11%
137,716
+75,675
158
$5.3M 0.11%
388,569
+83,389
159
$5.28M 0.11%
13,073
+713
160
$5.27M 0.11%
84,746
+22,262
161
$5.25M 0.11%
214,715
+97,277
162
$5.23M 0.11%
116,540
+24,486
163
$5.16M 0.11%
39,310
+1,583
164
$5.13M 0.11%
30,120
+2,609
165
$5.05M 0.11%
52,053
+742
166
$5.04M 0.11%
103,001
+15,652
167
$5.02M 0.11%
220,208
-70,813
168
$5.02M 0.11%
36,314
+6,000
169
$5.02M 0.11%
141,881
+64,295
170
$5M 0.1%
69,577
+4,415
171
$4.93M 0.1%
58,340
-2,055
172
$4.9M 0.1%
135,126
+2,926
173
$4.85M 0.1%
142,595
-7,589
174
$4.67M 0.1%
36,670
+2,494
175
$4.66M 0.1%
84,526
+4,767
5 6
7
8 9