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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-37,016
2002
– –
-547
2003
– –
-8,497
2004
– –
-14,940
2005
– –
-35,292
2006
– –
-35,473
2007
– –
-32,413
2008
– –
-22,551
2009
– –
-4,002
2010
– –
-6,792
2011
– –
-3,536
2012
– –
-3,914
2013
– –
-17,526
2014
– –
-9,987
2015
– –
-2,340
2016
– –
-5,448
2017
– –
-19,419
2018
– –
-11,100
2019
– –
-17,346
2020
– –
-12,842
2021
– –
-62,758
2022
– –
-138,234
2023
– –
-6,800
2024
– –
-30,015
2025
– –
-11,203
79 80
81
82 83