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
201
$14.9M 0.11%
271,300
-6,727
202
$14.9M 0.11%
109,979
+3,867
203
$14.9M 0.11%
86,720
+8,670
204
$14.4M 0.11%
549,683
-16,172
205
$14.3M 0.11%
94,179
+13,768
206
$14.3M 0.11%
342,141
-1,055
207
$14.2M 0.11%
57,719
-372
208
$14.1M 0.11%
70,880
+6,559
209
$14M 0.11%
247,246
+45,670
210
$14M 0.11%
253,709
+2,817
211
$14M 0.11%
224,456
+5,932
212
$14M 0.11%
516,574
-11,136
213
$14M 0.11%
206,590
+7,794
214
$13.9M 0.11%
106,998
+26,622
215
$13.8M 0.11%
337,567
+13,537
216
$13.8M 0.11%
251,835
-11,054
217
$13.8M 0.11%
280,024
-1,681
218
$13.7M 0.11%
473,864
+5,780
219
$13.6M 0.1%
203,395
+37,457
220
$13.5M 0.1%
79,957
+15,044
221
$13.5M 0.1%
82,820
+7,724
222
$13.3M 0.1%
88,353
+8,288
223
$13.3M 0.1%
288,397
+76,728
224
$13.3M 0.1%
65,149
+289
225
$13.2M 0.1%
252,652
-16,106
7 8
9
10 11