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
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$57.4M
3
+$56M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$54.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$47M

Top Sells

1
+$71.3M
2
+$59.9M
3
+$44M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$39.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$36.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.09%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-14,459
2002
– –
-7,773
2003
– –
-10,195
2004
– –
-37,804
2005
– –
-7,833
2006
– –
-4,335
2007
– –
-18,023
2008
– –
-103,935
2009
– –
-611
2010
– –
-21,098
2011
– –
-5,191
2012
– –
-12,190
2013
– –
-11,527
2014
– –
-31,972
2015
– –
-8,734
2016
– –
-16,678
2017
– –
-2,951
2018
– –
-17,690
2019
– –
-9,087
2020
– –
-4,803
2021
– –
-4,134
2022
– –
-5,902
2023
– –
-46,474
2024
– –
-10,274
2025
– –
-3,616
79 80
81
82 83