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
1951
– –
-5,033
1952
– –
-34,414
1953
– –
-6,805
1954
– –
-11,370
1955
– –
-14,825
1956
– –
-49,726
1957
– –
-3,232
1958
– –
-4,544
1959
– –
-27,029
1960
– –
-3,242
1961
– –
-9,511
1962
– –
-4,397
1963
– –
-8,230
1964
– –
-2,213
1965
– –
-2,908
1966
– –
-20,101
1967
– –
-11,712
1968
– –
-9,976
1969
– –
-2,804
1970
– –
-20,340
1971
– –
-16,871
1972
– –
-7,475
1973
– –
-3,618
1974
– –
-12,260
1975
– –
-2,285
77 78
79
80 81