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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$23.3M
3 +$23.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1 +$22.2M
2 +$14.8M
3 +$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10.4M 0.12%
120,369
+23,400
202
$10.4M 0.12%
306,060
+21,022
203
$10.3M 0.12%
129,369
+281
204
$10.3M 0.12%
279,524
-19,626
205
$10.3M 0.12%
202,726
-760
206
$10.2M 0.12%
99,728
-2,982
207
$10.2M 0.12%
160,595
-3,574
208
$10.1M 0.12%
374,953
+7,815
209
$10M 0.11%
190,054
+12,872
210
$9.96M 0.11%
111,091
+8,672
211
$9.89M 0.11%
36
212
$9.79M 0.11%
230,754
+10,963
213
$9.74M 0.11%
163,866
+7,252
214
$9.71M 0.11%
103,550
+11,102
215
$9.6M 0.11%
258,715
-75,134
216
$9.6M 0.11%
64,448
+5,516
217
$9.28M 0.11%
107,218
+9,161
218
$9.25M 0.11%
141,572
+27,203
219
$9.19M 0.1%
145,071
+3,563
220
$9.13M 0.1%
120,097
-6,953
221
$9M 0.1%
71,685
+676
222
$8.93M 0.1%
60,377
+2,420
223
$8.8M 0.1%
149,141
+44,826
224
$8.77M 0.1%
72,063
+2,355
225
$8.73M 0.1%
455,160
-12,397