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
$13.7B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,198
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$21M
3
+$18.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$18.4M

Top Sells

1
+$15.3M
2
+$15.2M
3
+$10.9M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$8.1M
5
BK icon
Bank of New York Mellon
BK
+$8.02M

Sector Composition

1 Technology 8.75%
2 Financials 8.02%
3 Healthcare 7.21%
4 Industrials 6.11%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$75K ﹤0.01%
13,584
-16,995
2002
$74K ﹤0.01%
25,835
2003
$73K ﹤0.01%
10,815
-220
2004
$72K ﹤0.01%
12,293
-4,512
2005
$71K ﹤0.01%
10,500
2006
$71K ﹤0.01%
10,275
-700
2007
$70K ﹤0.01%
3,850
2008
$69K ﹤0.01%
11,000
-3,500
2009
$69K ﹤0.01%
+13,579
2010
$68K ﹤0.01%
+16,100
2011
$68K ﹤0.01%
17,350
-450
2012
$66K ﹤0.01%
19,800
+5,100
2013
$58K ﹤0.01%
+12,500
2014
$56K ﹤0.01%
11,224
-2,347
2015
$54K ﹤0.01%
+14,254
2016
$53K ﹤0.01%
1,169
-71
2017
$52K ﹤0.01%
+10,065
2018
$52K ﹤0.01%
+11,000
2019
$52K ﹤0.01%
25,911
+710
2020
$46K ﹤0.01%
+12,550
2021
$44K ﹤0.01%
2,175
+530
2022
$44K ﹤0.01%
+670
2023
$40K ﹤0.01%
20,525
-3,000
2024
$40K ﹤0.01%
895
2025
$39K ﹤0.01%
16,500
79 80
81
82 83