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
$22.1B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$677M
2
+$141M
3
+$120M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$108M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$92.4M

Top Sells

1
+$270M
2
+$115M
3
+$115M
4
IYG icon
iShares US Financial Services ETF
IYG
+$89.4M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$72.2M

Sector Composition

1 Technology 7.8%
2 Healthcare 7.8%
3 Financials 6.34%
4 Industrials 5.61%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$281K ﹤0.01%
+3,631
1952
$281K ﹤0.01%
12,129
+2,538
1953
$280K ﹤0.01%
13,339
-6,780
1954
$280K ﹤0.01%
+5,679
1955
$279K ﹤0.01%
7,840
-79
1956
$279K ﹤0.01%
7,536
+32
1957
$279K ﹤0.01%
82,198
-2,743
1958
$279K ﹤0.01%
9,579
-340
1959
$279K ﹤0.01%
53,782
-36,772
1960
$279K ﹤0.01%
32,885
1961
$278K ﹤0.01%
7,606
+175
1962
$278K ﹤0.01%
12,421
-2,239
1963
$277K ﹤0.01%
30,062
-1,196
1964
$276K ﹤0.01%
147,604
1965
$276K ﹤0.01%
13,855
+2,045
1966
$276K ﹤0.01%
6,875
-4,519
1967
$276K ﹤0.01%
3,439
-143
1968
$275K ﹤0.01%
15,575
1969
$274K ﹤0.01%
2,855
+676
1970
$274K ﹤0.01%
5,950
-37
1971
$273K ﹤0.01%
13,424
+2,525
1972
$272K ﹤0.01%
102,657
-200
1973
$272K ﹤0.01%
2,845
-1,277
1974
$271K ﹤0.01%
+7,883
1975
$270K ﹤0.01%
2,890
+109
77 78
79
80 81