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
$13.7B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,198
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$21M
3
+$18.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$18.4M

Top Sells

1
+$15.3M
2
+$15.2M
3
+$10.9M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$8.1M
5
BK icon
Bank of New York Mellon
BK
+$8.02M

Sector Composition

1 Technology 8.75%
2 Financials 8.02%
3 Healthcare 7.21%
4 Industrials 6.11%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.63M 0.02%
61,295
-9,380
652
$2.62M 0.02%
82,036
-2,895
653
$2.62M 0.02%
111,056
-46,576
654
$2.61M 0.02%
23,884
+764
655
$2.6M 0.02%
11,665
+7,356
656
$2.6M 0.02%
19,747
+478
657
$2.59M 0.02%
+50,297
658
$2.59M 0.02%
55,514
+2,957
659
$2.58M 0.02%
137,892
-19,388
660
$2.56M 0.02%
79,118
-14,576
661
$2.56M 0.02%
100,695
+57,485
662
$2.54M 0.02%
43,342
-1,968
663
$2.52M 0.02%
3,584
-171
664
$2.52M 0.02%
48,808
+828
665
$2.52M 0.02%
29,315
+142
666
$2.52M 0.02%
41,204
+291
667
$2.51M 0.02%
15,318
+4,244
668
$2.5M 0.02%
103,611
-6,110
669
$2.49M 0.02%
42,114
+4,546
670
$2.49M 0.02%
135,745
+1,931
671
$2.48M 0.02%
16,117
+400
672
$2.48M 0.02%
43,942
-155
673
$2.47M 0.02%
119,247
+4,915
674
$2.47M 0.02%
96,577
+5,403
675
$2.47M 0.02%
214,051
+2,269
25 26
27
28 29