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
$26.8B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1 +$95.7M
2 +$76.1M
3 +$42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$36.3M

Top Sells

1 +$216M
2 +$181M
3 +$98.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$76.1M
5
BLK icon
Blackrock
BLK
+$67.2M

Sector Composition

1 Technology 12.26%
2 Financials 7.21%
3 Industrials 5.9%
4 Healthcare 5.87%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$470K ﹤0.01%
32,460
+4,422
1802
$470K ﹤0.01%
11,625
-89
1803
$469K ﹤0.01%
45,634
-804
1804
$469K ﹤0.01%
10,616
-8,004
1805
$467K ﹤0.01%
14,642
+1,131
1806
$466K ﹤0.01%
6,946
-311
1807
$466K ﹤0.01%
+9,339
1808
$466K ﹤0.01%
15,332
+3,704
1809
$465K ﹤0.01%
7,700
+205
1810
$465K ﹤0.01%
66,762
-2,867
1811
$464K ﹤0.01%
11,630
-90
1812
$464K ﹤0.01%
9,822
+141
1813
$464K ﹤0.01%
56,413
-1,125
1814
$462K ﹤0.01%
33,703
-500
1815
$462K ﹤0.01%
+15,464
1816
$461K ﹤0.01%
11,147
-12,889
1817
$461K ﹤0.01%
17,980
-126
1818
$460K ﹤0.01%
10,810
+470
1819
$458K ﹤0.01%
24,564
1820
$458K ﹤0.01%
33,405
+1,100
1821
$457K ﹤0.01%
8,016
-10,641
1822
$457K ﹤0.01%
16,211
-1,097
1823
$457K ﹤0.01%
+14,450
1824
$457K ﹤0.01%
14,315
-2,309
1825
$457K ﹤0.01%
20,620
-8,539