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Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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
+$72M
2
+$71.5M
3
+$71.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.5M

Top Sells

1
+$81M
2
+$66.8M
3
+$48.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$39.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$37.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.1%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-8,572
2002
– –
-11,212
2003
– –
-47,363
2004
– –
-8,229
2005
– –
-3,312
2006
– –
-10,405
2007
– –
-3,834
2008
– –
-4,817
2009
– –
-8,645
2010
– –
-9,948
2011
– –
-44,746
2012
– –
-37,042
2013
– –
-18,494
2014
– –
-11,346
2015
– –
-2,098
2016
– –
-7,865
2017
– –
-6,484
2018
– –
-7,613
2019
– –
-21,492
2020
– –
-256,591
2021
– –
-12,962
2022
– –
-13,427
2023
– –
-13,228
2024
– –
-8,893
2025
– –
-3,300
79 80
81
82 83