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
$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
Technology Select Sector SPDR Fund
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 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$228K ﹤0.01%
16,222
+3,800
1827
$227K ﹤0.01%
4,012
+126
1828
$227K ﹤0.01%
+3,275
1829
$227K ﹤0.01%
4,964
-168
1830
$227K ﹤0.01%
19,189
+5,037
1831
$227K ﹤0.01%
4,075
-6,626
1832
$226K ﹤0.01%
30,317
+10,529
1833
$226K ﹤0.01%
5,175
-945
1834
$226K ﹤0.01%
+25,500
1835
$225K ﹤0.01%
11,790
-1,504
1836
$225K ﹤0.01%
11,245
-630
1837
$224K ﹤0.01%
3,412
-2,312
1838
$223K ﹤0.01%
+8,558
1839
$223K ﹤0.01%
5,500
1840
$223K ﹤0.01%
6,993
-13,800
1841
$222K ﹤0.01%
2,498
-5
1842
$222K ﹤0.01%
8,129
-2,341
1843
$221K ﹤0.01%
18,520
-156
1844
$221K ﹤0.01%
+6,802
1845
$221K ﹤0.01%
6,385
-2,489
1846
$221K ﹤0.01%
5,536
-44
1847
$221K ﹤0.01%
+10,375
1848
$220K ﹤0.01%
13,015
1849
$220K ﹤0.01%
9,440
1850
$220K ﹤0.01%
1,383
-106
72 73
74
75 76