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
$26.8B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1 +$95.7M
2 +$76.1M
3 +$42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$36.3M

Top Sells

1 +$216M
2 +$181M
3 +$98.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$76.1M
5
BLK icon
Blackrock
BLK
+$67.2M

Sector Composition

1 Technology 12.26%
2 Financials 7.21%
3 Industrials 5.9%
4 Healthcare 5.87%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$269K ﹤0.01%
3,801
2202
$269K ﹤0.01%
8,937
-353
2203
$269K ﹤0.01%
4,541
-6,960
2204
$269K ﹤0.01%
1,493
-6
2205
$267K ﹤0.01%
7,178
2206
$267K ﹤0.01%
3,714
-26
2207
$267K ﹤0.01%
32,535
+20,935
2208
$266K ﹤0.01%
5,655
+600
2209
$266K ﹤0.01%
3,750
+50
2210
$266K ﹤0.01%
14,725
-5,236
2211
$265K ﹤0.01%
6,125
-7
2212
$264K ﹤0.01%
+6,693
2213
$264K ﹤0.01%
4,492
2214
$264K ﹤0.01%
11,245
+1,245
2215
$264K ﹤0.01%
8,328
+848
2216
$263K ﹤0.01%
1,569
-119
2217
$263K ﹤0.01%
15,177
-20,192
2218
$263K ﹤0.01%
6,547
+6
2219
$262K ﹤0.01%
3,156
-361
2220
$262K ﹤0.01%
+3,531
2221
$262K ﹤0.01%
+12,953
2222
$261K ﹤0.01%
+25,175
2223
$261K ﹤0.01%
9,105
-862
2224
$261K ﹤0.01%
4,614
-13
2225
$259K ﹤0.01%
9,566
-36,002