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
$7.51B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,857
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$38M
3 +$18.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$17.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Top Sells

1 +$36.8M
2 +$28.4M
3 +$15.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.6M
5
SE
Spectra Energy Corp Wi
SE
+$8.2M

Sector Composition

1 Financials 8.73%
2 Healthcare 8.73%
3 Technology 7.9%
4 Industrials 6.87%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
-5,300
1752
-14,012
1753
-9,165
1754
-8,235
1755
-14,447
1756
-10,243
1757
-10,205
1758
-23,219
1759
-39,418
1760
-14,073
1761
-11,685
1762
-7,253
1763
-76,736
1764
-10,300
1765
-69,840
1766
-25,875
1767
-15,732
1768
-22,860
1769
-1,495
1770
-2,951
1771
-10,000
1772
-15,774
1773
-5,679
1774
-4,495
1775
-15,840