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
1851
$220K ﹤0.01%
3,897
-159
1852
$219K ﹤0.01%
+8,998
1853
$219K ﹤0.01%
11,095
-86
1854
$219K ﹤0.01%
+5,565
1855
$219K ﹤0.01%
+8,606
1856
$219K ﹤0.01%
+3,236
1857
$218K ﹤0.01%
5,443
-12
1858
$218K ﹤0.01%
+9,385
1859
$218K ﹤0.01%
17,017
+169
1860
$217K ﹤0.01%
+22,076
1861
$217K ﹤0.01%
43,234
-196,861
1862
$217K ﹤0.01%
+5,825
1863
$216K ﹤0.01%
+2,104
1864
$215K ﹤0.01%
11,597
+604
1865
$215K ﹤0.01%
6,093
-61,934
1866
$215K ﹤0.01%
+10,960
1867
$215K ﹤0.01%
4,120
1868
$214K ﹤0.01%
+2,360
1869
$213K ﹤0.01%
2,208
-224
1870
$213K ﹤0.01%
+17,340
1871
$213K ﹤0.01%
10,000
1872
$213K ﹤0.01%
+9,262
1873
$213K ﹤0.01%
+5,509
1874
$212K ﹤0.01%
6,233
-2,006
1875
$211K ﹤0.01%
+7,360
73 74
75
76 77