Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$93K ﹤0.01%
17,800
+2,000
2002
$92K ﹤0.01%
15,000
2003
$91K ﹤0.01%
21,372
+3,768
2004
$90K ﹤0.01%
+1,709
2005
$89K ﹤0.01%
14,500
-33,800
2006
$88K ﹤0.01%
12,650
+750
2007
$85K ﹤0.01%
12,000
2008
$82K ﹤0.01%
13,571
2009
$78K ﹤0.01%
3,275
+141
2010
$77K ﹤0.01%
+11,035
2011
$76K ﹤0.01%
15,507
+2,580
2012
$76K ﹤0.01%
10,975
2013
$75K ﹤0.01%
12,095
-5,516
2014
$70K ﹤0.01%
+3,850
2015
$70K ﹤0.01%
10,500
2016
$60K ﹤0.01%
1,240
2017
$52K ﹤0.01%
16,500
+1,000
2018
$52K ﹤0.01%
23,525
-7,000
2019
$48K ﹤0.01%
15,661
-1,084
2020
$47K ﹤0.01%
16,749
-1,111
2021
$43K ﹤0.01%
13,589
-19,598
2022
$43K ﹤0.01%
4,573
+155
2023
$40K ﹤0.01%
3,882
2024
$37K ﹤0.01%
1,645
+56
2025
$33K ﹤0.01%
895
+148
79 80
81
82 83