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
1801
$239K ﹤0.01%
24,100
-2,521
1802
$238K ﹤0.01%
4,226
+251
1803
$238K ﹤0.01%
4,677
-188
1804
$237K ﹤0.01%
+15,901
1805
$237K ﹤0.01%
+7,307
1806
$236K ﹤0.01%
3,208
-342
1807
$235K ﹤0.01%
9,239
-1,625
1808
$235K ﹤0.01%
+3,520
1809
$235K ﹤0.01%
23,017
+76
1810
$235K ﹤0.01%
9,917
1811
$234K ﹤0.01%
7,338
+1,218
1812
$233K ﹤0.01%
10,947
-5,592
1813
$232K ﹤0.01%
9,898
-443
1814
$232K ﹤0.01%
12,582
+297
1815
$232K ﹤0.01%
11,476
+149
1816
$232K ﹤0.01%
4,700
-840
1817
$232K ﹤0.01%
3,050
1818
$232K ﹤0.01%
11,038
+17
1819
$231K ﹤0.01%
19,072
+24
1820
$231K ﹤0.01%
6,706
-881
1821
$230K ﹤0.01%
+1,369
1822
$230K ﹤0.01%
4,591
1823
$230K ﹤0.01%
6,580
1824
$229K ﹤0.01%
3,202
-780
1825
$228K ﹤0.01%
38,500
71 72
73
74 75