Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-10,712
2052
– –
-10,400
2053
– –
-176,190
2054
– –
-4,385
2055
– –
-16,495
2056
– –
-20,017
2057
– –
-8,511
2058
– –
-10,621
2059
– –
-124
2060
– –
-18,130
2061
– –
-5,955
2062
– –
-7,118
2063
– –
-9,229
2064
– –
-9,974
2065
– –
-36,166
2066
– –
-4,813
2067
– –
-10,013
2068
– –
-110,709
2069
– –
-8,715
2070
– –
-6,234
2071
– –
-2,392
2072
– –
-3,965
2073
– –
-18,093
2074
– –
-30,064
2075
– –
-61,830
81 82
83
84 85