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
$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
1951
$149K ﹤0.01%
17,342
1952
$145K ﹤0.01%
10,030
-340
1953
$144K ﹤0.01%
18,217
-750
1954
$140K ﹤0.01%
11,177
+667
1955
$139K ﹤0.01%
27,480
-3,487
1956
$138K ﹤0.01%
3,120
-153
1957
$137K ﹤0.01%
22,500
-16,000
1958
$137K ﹤0.01%
10,170
1959
$133K ﹤0.01%
17,833
-6,998
1960
$131K ﹤0.01%
14,465
-1,233
1961
$129K ﹤0.01%
+10,523
1962
$128K ﹤0.01%
10,513
-1,261
1963
$127K ﹤0.01%
13,718
-1,960
1964
$127K ﹤0.01%
14,840
1965
$126K ﹤0.01%
+11,000
1966
$126K ﹤0.01%
31,371
+112
1967
$123K ﹤0.01%
7,922
-443
1968
$123K ﹤0.01%
12,400
-1,850
1969
$121K ﹤0.01%
77,390
+400
1970
$121K ﹤0.01%
+10,498
1971
$120K ﹤0.01%
+13,600
1972
$117K ﹤0.01%
20,413
+715
1973
$117K ﹤0.01%
11,370
-2,600
1974
$115K ﹤0.01%
14,760
-660
1975
$112K ﹤0.01%
11,000
-1,500
77 78
79
80 81