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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
1976
– –
-1,130
1977
– –
-3,265
1978
– –
-27,870
1979
– –
-3,687
1980
– –
-27,042
1981
– –
-4,821
1982
– –
-35,541
1983
– –
-13,400
1984
– –
-6,580
1985
– –
-6,343
1986
– –
-5,033
1987
– –
-10,233
1988
– –
-31,500
1989
– –
-42,624
1990
– –
-15,497
1991
– –
-36,694
1992
– –
-9,431
1993
– –
-1,299
1994
– –
-11,684
1995
– –
-17,020
1996
– –
-4,385
1997
– –
-20,490
1998
– –
-2,236
1999
– –
-5,095
2000
– –
-13,723
78 79
80
81 82