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
701
$2.3M 0.02%
97,698
-35,931
702
$2.3M 0.02%
213,682
+2,606
703
$2.29M 0.02%
78,135
+1,755
704
$2.29M 0.02%
28,762
+8,326
705
$2.29M 0.02%
128,903
-3,365
706
$2.29M 0.02%
2,864
-237
707
$2.28M 0.02%
13,395
+2,878
708
$2.28M 0.02%
124,791
+3,858
709
$2.26M 0.02%
1,486
+160
710
$2.26M 0.02%
99,320
+60,198
711
$2.25M 0.02%
19,832
-169
712
$2.25M 0.02%
28,342
+772
713
$2.25M 0.02%
71,333
+44,275
714
$2.25M 0.02%
61,233
-8,795
715
$2.25M 0.02%
25,940
-927
716
$2.25M 0.02%
148,561
-5,609
717
$2.23M 0.02%
41,914
+568
718
$2.23M 0.02%
29,139
+9,899
719
$2.23M 0.02%
166,957
+7,550
720
$2.23M 0.02%
23,103
-3,540
721
$2.23M 0.02%
79,574
+35,557
722
$2.21M 0.02%
14,921
-3,993
723
$2.21M 0.02%
76,569
-2,011
724
$2.21M 0.02%
11,467
-40
725
$2.21M 0.02%
21,162
+4,219
27 28
29
30 31