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
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$174M
3 +$95.9M
4
BLK icon
Blackrock
BLK
+$82.6M
5
IYW icon
iShares US Technology ETF
IYW
+$81.1M

Top Sells

1 +$82.9M
2 +$68.7M
3 +$41.6M
4
AAPL icon
Apple
AAPL
+$39.3M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.25%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.13B 3.67%
2,365,907
+200,689
2
$906M 2.94%
4,706,842
-204,018
3
$784M 2.54%
2,085,185
+16,650
4
$613M 1.99%
4,495,141
+183,757
5
$597M 1.94%
3,104,202
-132,567
6
$366M 1.19%
2,410,531
+42,503
7
$357M 1.16%
6,358,472
-120,273
8
$310M 1.01%
757,456
+45,088
9
$307M 0.99%
4,219,180
+261,511
10
$302M 0.98%
4,190,204
-74,186
11
$300M 0.97%
1,763,717
+12,070
12
$285M 0.93%
3,958,365
-102,871
13
$273M 0.89%
5,922,890
-452,326
14
$270M 0.88%
2,732,188
+113,839
15
$256M 0.83%
538,229
-5,530
16
$253M 0.82%
5,115,870
+206,990
17
$250M 0.81%
2,136,167
-65,819
18
$242M 0.78%
1,352,725
-102,148
19
$241M 0.78%
1,723,086
+22,305
20
$237M 0.77%
782,782
+8,539
21
$219M 0.71%
1,959,960
-630
22
$213M 0.69%
817,873
+13,676
23
$204M 0.66%
1,827,469
+97,196
24
$197M 0.64%
1,341,817
+33,064
25
$193M 0.63%
+1,231,656