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
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$57.4M
3
+$56M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$54.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$47M

Top Sells

1
+$71.3M
2
+$59.9M
3
+$44M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$39.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$36.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.09%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-4,446
1927
– –
-6,504
1928
– –
-19,521
1929
– –
-15,135
1930
– –
-32,847
1931
– –
-20,160
1932
– –
-4,224
1933
– –
-1,119
1934
– –
-6,901
1935
– –
-10,707
1936
– –
-11,402
1937
– –
-6,239
1938
– –
-4,171
1939
– –
-3,046
1940
– –
-10,168
1941
– –
-14,829
1942
– –
-5,892
1943
– –
-34,867
1944
– –
-2,957
1945
– –
-21,305
1946
– –
-45,949
1947
– –
-12,918
1948
– –
-143,198
1949
– –
-8,314
1950
– –
-1,782
76 77
78
79 80