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
1726
$281K ﹤0.01%
2,940
-747
1727
$281K ﹤0.01%
24,236
+262
1728
$281K ﹤0.01%
12,275
+27
1729
$280K ﹤0.01%
10,942
-3,612
1730
$279K ﹤0.01%
+9,625
1731
$279K ﹤0.01%
12,307
+42
1732
$278K ﹤0.01%
3,561
-51
1733
$278K ﹤0.01%
8,966
-1,704
1734
$278K ﹤0.01%
8,353
+939
1735
$277K ﹤0.01%
5,769
-1,397
1736
$277K ﹤0.01%
18,521
1737
$275K ﹤0.01%
2,671
-69
1738
$274K ﹤0.01%
+9,980
1739
$274K ﹤0.01%
15,350
-385
1740
$273K ﹤0.01%
7,120
-1,915
1741
$273K ﹤0.01%
6,927
+1,589
1742
$272K ﹤0.01%
16,350
-70
1743
$271K ﹤0.01%
3,663
1744
$271K ﹤0.01%
3,014
-699
1745
$270K ﹤0.01%
7,737
-558
1746
$269K ﹤0.01%
5,846
+210
1747
$269K ﹤0.01%
1,032
-351
1748
$269K ﹤0.01%
2,686
-5,971
1749
$267K ﹤0.01%
+14,866
1750
$267K ﹤0.01%
16,919
+2,014
68 69
70
71 72