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
1751
$266K ﹤0.01%
17,022
+2,847
1752
$266K ﹤0.01%
4,981
+1,399
1753
$266K ﹤0.01%
48,076
1754
$266K ﹤0.01%
5,161
-102
1755
$265K ﹤0.01%
6,546
+301
1756
$265K ﹤0.01%
11,871
-1,650
1757
$265K ﹤0.01%
5,167
-2,100
1758
$265K ﹤0.01%
+10,306
1759
$263K ﹤0.01%
19,493
-405
1760
$263K ﹤0.01%
+19,540
1761
$262K ﹤0.01%
+1,628
1762
$262K ﹤0.01%
8,893
+464
1763
$262K ﹤0.01%
920
-104
1764
$261K ﹤0.01%
4,240
-1,139
1765
$260K ﹤0.01%
2,588
-121
1766
$260K ﹤0.01%
19,916
+3,900
1767
$259K ﹤0.01%
3,554
-900
1768
$258K ﹤0.01%
715
+82
1769
$257K ﹤0.01%
5,237
+713
1770
$257K ﹤0.01%
+2,655
1771
$256K ﹤0.01%
2,451
+1
1772
$256K ﹤0.01%
4,154
-2,145
1773
$256K ﹤0.01%
11,055
1774
$255K ﹤0.01%
9,305
-1,245
1775
$254K ﹤0.01%
8,537
+320
69 70
71
72 73