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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$56.6M
3
+$51.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$44.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.9M

Top Sells

1
+$676M
2
+$228M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$396K ﹤0.01%
20,780
+13,160
2052
$396K ﹤0.01%
3,797
+641
2053
$396K ﹤0.01%
17,802
+450
2054
$396K ﹤0.01%
10,677
+4
2055
$395K ﹤0.01%
10,427
+2,407
2056
$395K ﹤0.01%
9,142
-292
2057
$394K ﹤0.01%
20,661
+63
2058
$393K ﹤0.01%
26,098
+898
2059
$393K ﹤0.01%
8,355
+3,026
2060
$393K ﹤0.01%
11,766
-870
2061
$393K ﹤0.01%
216
+74
2062
$392K ﹤0.01%
11,500
-500
2063
$392K ﹤0.01%
13,044
-1,755
2064
$391K ﹤0.01%
15,366
2065
$390K ﹤0.01%
31,050
-6,900
2066
$390K ﹤0.01%
9,550
+900
2067
$388K ﹤0.01%
34,128
+1,177
2068
$386K ﹤0.01%
2,619
+54
2069
$386K ﹤0.01%
20,313
+1,090
2070
$384K ﹤0.01%
3,176
+119
2071
$384K ﹤0.01%
1,501
-102
2072
$384K ﹤0.01%
4,605
+325
2073
$383K ﹤0.01%
11,332
2074
$383K ﹤0.01%
7,790
+4
2075
$382K ﹤0.01%
13,919
-10,011
81 82
83
84 85