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
2301
$230K ﹤0.01%
7,800
-998
2302
$230K ﹤0.01%
18,750
-7,006
2303
$230K ﹤0.01%
+9,438
2304
$230K ﹤0.01%
9,508
-91,653
2305
$229K ﹤0.01%
+3,496
2306
$229K ﹤0.01%
44,654
+3,522
2307
$228K ﹤0.01%
15,231
+2,662
2308
$228K ﹤0.01%
24,112
-10,576
2309
$228K ﹤0.01%
3,111
-1,072
2310
$228K ﹤0.01%
5,919
+7
2311
$227K ﹤0.01%
23,840
-1,230
2312
$226K ﹤0.01%
11,457
+700
2313
$226K ﹤0.01%
2,232
+283
2314
$225K ﹤0.01%
+1,474
2315
$224K ﹤0.01%
4,277
-552
2316
$224K ﹤0.01%
+13,121
2317
$224K ﹤0.01%
23,303
+147
2318
$224K ﹤0.01%
7,310
-8,500
2319
$224K ﹤0.01%
5,103
+169
2320
$224K ﹤0.01%
+6,600
2321
$222K ﹤0.01%
3,902
-510
2322
$222K ﹤0.01%
9,056
-34,925
2323
$222K ﹤0.01%
22,676
+90
2324
$222K ﹤0.01%
4,400
+28
2325
$222K ﹤0.01%
6,225