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Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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
+$72M
2
+$71.5M
3
+$71.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.5M

Top Sells

1
+$81M
2
+$66.8M
3
+$48.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$39.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$37.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.1%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-7,833
1927
– –
-4,335
1928
– –
-18,023
1929
– –
-103,935
1930
– –
-611
1931
– –
-21,098
1932
– –
-5,191
1933
– –
-12,190
1934
– –
-11,527
1935
– –
-31,972
1936
– –
-17,690
1937
– –
-9,087
1938
– –
-4,803
1939
– –
-4,134
1940
– –
-5,902
1941
– –
-46,474
1942
– –
-10,274
1943
– –
-3,616
1944
– –
-3,438
1945
– –
-6,660
1946
– –
-23,291
1947
– –
-28,022
1948
– –
-31,284
1949
– –
-5,511
1950
– –
-3,645
76 77
78
79 80