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
1976
– –
-2,445
1977
– –
-10,933
1978
– –
-5,384
1979
– –
-7,694
1980
– –
-52,909
1981
– –
-5,070
1982
– –
-8,615
1983
– –
-8,540
1984
– –
-11,750
1985
– –
-3,519
1986
– –
-5,412
1987
– –
-112,148
1988
– –
-8,000
1989
– –
-4,746
1990
– –
-10,333
1991
– –
-19,896
1992
– –
-20,221
1993
– –
-2,999
1994
– –
-11,406
1995
– –
-12,231
1996
– –
-7,732
1997
– –
-6,978
1998
– –
-2,304
1999
– –
-4,463
2000
– –
-14,765
78 79
80
81 82