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
1876
– –
-10,365
1877
– –
-39,551
1878
– –
-4,736
1879
– –
-21,698
1880
– –
-61,845
1881
– –
-8,072
1882
– –
-4,936
1883
– –
-1,486
1884
– –
-20,900
1885
– –
-4,502
1886
– –
-11,193
1887
– –
-164,549
1888
– –
-10,680
1889
– –
-11,988
1890
– –
-71,964
1891
– –
-19,091
1892
– –
-10,855
1893
– –
-154
1894
– –
-11,482
1895
– –
-8,577
1896
– –
-5,200
1897
– –
-4,645
1898
– –
-6,688
1899
– –
-274,492
1900
– –
-20,716
73 74 75
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