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
$12.2B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$43.3M
3
+$34.7M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24M

Top Sells

1
+$36.5M
2
+$35.2M
3
+$19.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$18.4M

Sector Composition

1 Technology 8.73%
2 Financials 8.07%
3 Healthcare 7.88%
4 Industrials 6.2%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$92K ﹤0.01%
16,260
+1,335
1952
$88K ﹤0.01%
11,115
-2,000
1953
$85K ﹤0.01%
15,800
+1,000
1954
$82K ﹤0.01%
17,604
-2,130
1955
$82K ﹤0.01%
12,000
1956
$81K ﹤0.01%
13,526
-2,906
1957
$81K ﹤0.01%
11,900
+600
1958
$81K ﹤0.01%
13,571
-1,532
1959
$80K ﹤0.01%
12,460
+1,000
1960
$79K ﹤0.01%
10,750
1961
$79K ﹤0.01%
10,975
-5,033
1962
$77K ﹤0.01%
15,500
+1,500
1963
$76K ﹤0.01%
3,134
1964
$69K ﹤0.01%
10,500
-215
1965
$65K ﹤0.01%
30,525
+4,000
1966
$62K ﹤0.01%
1,240
1967
$61K ﹤0.01%
20,017
+244
1968
$61K ﹤0.01%
17,860
-633
1969
$60K ﹤0.01%
16,745
-1,002
1970
$58K ﹤0.01%
29,392
-8
1971
$53K ﹤0.01%
852
-396
1972
$52K ﹤0.01%
+1,589
1973
$46K ﹤0.01%
10,646
-6,784
1974
$46K ﹤0.01%
+4,418
1975
$44K ﹤0.01%
1,641
+88
77 78
79
80 81