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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
1951
– –
-6,421
1952
– –
-5,799
1953
– –
-13,540
1954
– –
-4,586
1955
– –
-6,787
1956
– –
-11,504
1957
– –
-24,929
1958
– –
-4,431
1959
– –
-2,767
1960
– –
-45,511
1961
– –
-10,500
1962
– –
-23,550
1963
– –
-46,852
1964
– –
-3,832
1965
– –
-548
1966
– –
-13,861
1967
– –
-52,888
1968
– –
-1,072
1969
– –
-4,555
1970
– –
-4,090
1971
– –
-13,994
1972
– –
-4,886
1973
– –
-29,025
1974
– –
-80,413
1975
– –
-5,060
77 78
79
80 81