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
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$57.4M
3
+$56M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$54.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$47M

Top Sells

1
+$71.3M
2
+$59.9M
3
+$44M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$39.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$36.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.09%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-12,757
1877
– –
-10,262
1878
– –
-6
1879
– –
-10,500
1880
– –
-23,550
1881
– –
-46,852
1882
– –
-3,832
1883
– –
-548
1884
– –
-4,355
1885
– –
-171
1886
– –
-8,835
1887
– –
-13,861
1888
– –
-9,351
1889
– –
-10,500
1890
– –
-12,663
1891
– –
-52,888
1892
– –
-1,072
1893
– –
-4,555
1894
– –
-9,314
1895
– –
-15,262
1896
– –
-4,090
1897
– –
-13,994
1898
– –
-4,886
1899
– –
-20,013
1900
– –
-29,025
74 75
76
77 78