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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$97K ﹤0.01%
3,947
-250
2002
$97K ﹤0.01%
15,670
-111,240
2003
$96K ﹤0.01%
14,048
+23
2004
$96K ﹤0.01%
73,733
-15,450
2005
$94K ﹤0.01%
+11,314
2006
$93K ﹤0.01%
22,560
-17
2007
$93K ﹤0.01%
4,554
-2,505
2008
$90K ﹤0.01%
37,982
+2,710
2009
$88K ﹤0.01%
14,838
+755
2010
$88K ﹤0.01%
13,000
-500
2011
$88K ﹤0.01%
17,342
-710
2012
$85K ﹤0.01%
12,712
-9,420
2013
$84K ﹤0.01%
22,427
+10,800
2014
$82K ﹤0.01%
18,183
+614
2015
$81K ﹤0.01%
+11,800
2016
$81K ﹤0.01%
10,500
2017
$80K ﹤0.01%
3,404
2018
$80K ﹤0.01%
1,838
-385
2019
$79K ﹤0.01%
+3,250
2020
$78K ﹤0.01%
19,151
-6,324
2021
$75K ﹤0.01%
12,523
-3,791
2022
$75K ﹤0.01%
5,186
+38
2023
$72K ﹤0.01%
11,889
-36,473
2024
$72K ﹤0.01%
+12,823
2025
$70K ﹤0.01%
+10,846
79 80
81
82 83