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
$11.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,184
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$55.5M
3
+$24.9M
4
IXN icon
iShares Global Tech ETF
IXN
+$24.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.4M

Top Sells

1
+$27.2M
2
+$27M
3
+$13.5M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$10.1M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.27M

Sector Composition

1 Technology 8.89%
2 Financials 8.57%
3 Healthcare 8.38%
4 Industrials 6.55%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$96K ﹤0.01%
21,040
-262,868
2002
$96K ﹤0.01%
+677
2003
$95K ﹤0.01%
10,750
2004
$93K ﹤0.01%
11,007
2005
$90K ﹤0.01%
15,995
2006
$84K ﹤0.01%
20,293
-14,159
2007
$82K ﹤0.01%
10,650
-2,250
2008
$80K ﹤0.01%
29,375
+5,000
2009
$77K ﹤0.01%
21,357
-15,889
2010
$77K ﹤0.01%
11,728
-1,708
2011
$75K ﹤0.01%
1,240
-125
2012
$72K ﹤0.01%
938
-70
2013
$72K ﹤0.01%
1,380
+100
2014
$68K ﹤0.01%
+10,749
2015
$68K ﹤0.01%
12,000
2016
$66K ﹤0.01%
11,450
-500
2017
$63K ﹤0.01%
+204
2018
$62K ﹤0.01%
19,409
+324
2019
$61K ﹤0.01%
31,980
2020
$58K ﹤0.01%
+12,000
2021
$57K ﹤0.01%
29,400
-9,240
2022
$55K ﹤0.01%
+1,650
2023
$54K ﹤0.01%
31,500
-1,500
2024
$53K ﹤0.01%
18,940
-8,000
2025
$52K ﹤0.01%
+12,032
79 80
81
82 83