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
$33.6B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$152M
3
+$98.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$88.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$85.3M

Top Sells

1
+$230M
2
+$156M
3
+$133M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$57.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$56.5M

Sector Composition

1 Technology 12.63%
2 Financials 7.63%
3 Healthcare 6.74%
4 Industrials 6.37%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$519K ﹤0.01%
+13,370
1977
$519K ﹤0.01%
16,359
+1,754
1978
$519K ﹤0.01%
6,568
+3,754
1979
$518K ﹤0.01%
12,850
-3,488
1980
$518K ﹤0.01%
8,070
+395
1981
$518K ﹤0.01%
2,389
+1,004
1982
$517K ﹤0.01%
8,789
+3,814
1983
$516K ﹤0.01%
4,189
1984
$515K ﹤0.01%
3,005
-937
1985
$514K ﹤0.01%
12,905
-384
1986
$513K ﹤0.01%
71,440
+6,055
1987
$512K ﹤0.01%
7,244
-72
1988
$510K ﹤0.01%
75,863
+2,183
1989
$510K ﹤0.01%
12,905
-722
1990
$510K ﹤0.01%
4,522
+571
1991
$510K ﹤0.01%
+79,105
1992
$509K ﹤0.01%
1,461
-17
1993
$509K ﹤0.01%
10,374
-347
1994
$508K ﹤0.01%
7,677
-39,513
1995
$506K ﹤0.01%
6,617
-33
1996
$506K ﹤0.01%
44,860
+4,072
1997
$504K ﹤0.01%
4,492
1998
$503K ﹤0.01%
45,785
+13,560
1999
$503K ﹤0.01%
85,842
+7,530
2000
$502K ﹤0.01%
45,300
+31,981
78 79
80
81 82