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
$4.78B
AUM Growth
-$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.5M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.4M

Top Sells

1
+$87.2M
2
+$30.7M
3
+$21.2M
4
BAC icon
Bank of America
BAC
+$15M
5
ABBV icon
AbbVie
ABBV
+$13.9M

Sector Composition

1 Healthcare 7.57%
2 Financials 6.36%
3 Industrials 5.59%
4 Technology 4.94%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.91M 0.08%
67,794
+7,933
202
$3.88M 0.08%
47,541
+6,127
203
$3.88M 0.08%
74,256
+4,851
204
$3.82M 0.08%
37,922
+230
205
$3.82M 0.08%
160,935
-38,352
206
$3.82M 0.08%
92,036
+46,950
207
$3.78M 0.08%
107,613
-19,927
208
$3.77M 0.08%
34,667
+28,535
209
$3.73M 0.08%
130,928
+20,764
210
$3.71M 0.08%
40,428
+2,732
211
$3.69M 0.08%
34,010
+3,141
212
$3.67M 0.08%
126,910
-10,957
213
$3.62M 0.08%
55,086
+2,471
214
$3.6M 0.08%
58,936
+7,097
215
$3.58M 0.07%
99,058
+1,853
216
$3.55M 0.07%
102,373
+51,562
217
$3.54M 0.07%
10,244
+1,121
218
$3.49M 0.07%
195,345
+152,805
219
$3.47M 0.07%
80,828
+2,652
220
$3.46M 0.07%
71,416
-20,785
221
$3.45M 0.07%
30,788
-4,165
222
$3.41M 0.07%
143,784
+42,404
223
$3.38M 0.07%
84,080
+14,166
224
$3.38M 0.07%
77,514
-12,703
225
$3.32M 0.07%
57,278
-517
7 8
9
10 11