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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$125K ﹤0.01%
15,420
+427
1977
$125K ﹤0.01%
+13,926
1978
$124K ﹤0.01%
11,000
1979
$124K ﹤0.01%
12,500
1980
$124K ﹤0.01%
17,954
-7,003
1981
$123K ﹤0.01%
17,493
-2,435
1982
$121K ﹤0.01%
14,840
-3,150
1983
$119K ﹤0.01%
13,035
+931
1984
$118K ﹤0.01%
+10,077
1985
$117K ﹤0.01%
10,000
1986
$115K ﹤0.01%
19,698
+3,438
1987
$112K ﹤0.01%
24,449
-17,270
1988
$112K ﹤0.01%
10,378
-550
1989
$112K ﹤0.01%
12,105
+200
1990
$107K ﹤0.01%
1,621
-25
1991
$105K ﹤0.01%
31,259
-173
1992
$104K ﹤0.01%
33,414
+1,300
1993
$103K ﹤0.01%
12,626
+1,511
1994
$102K ﹤0.01%
13,888
+22
1995
$102K ﹤0.01%
16,805
+3,279
1996
$100K ﹤0.01%
3,233
-334
1997
$99K ﹤0.01%
27,000
-1,500
1998
$98K ﹤0.01%
25,835
-1,000
1999
$98K ﹤0.01%
11,007
2000
$97K ﹤0.01%
39,937
-700
78 79
80
81 82