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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-10,500
1852
– –
-11,000
1853
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-10,242
1854
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-7,354
1855
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-14,644
1856
– –
-27,982
1857
– –
-4,411
1858
– –
-8,282
1859
– –
-17,950
1860
– –
-4,482
1861
– –
-12,100
1862
– –
-3,638
1863
– –
-14,198
1864
– –
-4,310
1865
– –
-8,752
1866
– –
-7,540
1867
– –
-11,985
1868
– –
-15,634
1869
– –
-22,912
1870
– –
-43,160
1871
– –
-294
1872
– –
-5,825
1873
– –
-52,375
1874
– –
-37,555
1875
– –
-17,949
73 74
75
76 77