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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$13.9M 0.16%
295,344
+279
152
$13.8M 0.16%
462,355
-28,712
153
$13.7M 0.16%
177,735
+482
154
$13.7M 0.16%
128,480
+39,575
155
$13.3M 0.15%
83,916
-363
156
$13.3M 0.15%
264,384
+20,958
157
$13.3M 0.15%
256,839
+25,507
158
$13.2M 0.15%
138,926
+2,631
159
$13.2M 0.15%
193,178
-3,086
160
$13.1M 0.15%
345,502
+19,664
161
$12.9M 0.15%
266,361
+85,488
162
$12.9M 0.15%
142,817
-6,670
163
$12.8M 0.15%
56,574
+3,275
164
$12.7M 0.14%
77,268
+18,723
165
$12.6M 0.14%
67,528
+5,615
166
$12.5M 0.14%
232,916
+6,687
167
$12.5M 0.14%
214,813
+68,645
168
$12.5M 0.14%
60,605
+18,843
169
$12.3M 0.14%
113,487
-9,036
170
$12.1M 0.14%
224,375
+6,802
171
$11.9M 0.14%
457,575
-330
172
$11.9M 0.14%
224,828
-1,454
173
$11.9M 0.14%
62,876
+4,767
174
$11.9M 0.14%
189,287
+8,322
175
$11.9M 0.14%
153,723
+15,988