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 6.92%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-20,716
1877
– –
-54,067
1878
– –
-73,132
1879
– –
-709
1880
– –
-5,609
1881
– –
-9,684
1882
– –
-11,930
1883
– –
-13,750
1884
– –
-126
1885
– –
-21,288
1886
– –
-9,527
1887
– –
-10,780
1888
– –
-12,245
1889
– –
-25,631
1890
– –
-30,839
1891
– –
-2,685
1892
– –
-5,651
1893
– –
-18,250
1894
– –
-43,576
1895
– –
-10,665
1896
– –
-11,587
1897
– –
-13,553
1898
– –
-5,110
1899
– –
-5,350
1900
– –
-42,480
73 74 75
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