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
$33.6B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$152M
3
+$98.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$88.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$85.3M

Top Sells

1
+$230M
2
+$156M
3
+$133M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$57.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$56.5M

Sector Composition

1 Technology 12.63%
2 Financials 7.63%
3 Healthcare 6.74%
4 Industrials 6.37%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$502K ﹤0.01%
12,070
+1,265
2002
$500K ﹤0.01%
11,041
-9,442
2003
$499K ﹤0.01%
43,982
+740
2004
$499K ﹤0.01%
63,112
-19,845
2005
$498K ﹤0.01%
+71,501
2006
$498K ﹤0.01%
14,703
-3,780
2007
$496K ﹤0.01%
30,272
-546
2008
$496K ﹤0.01%
4,068
-8,575
2009
$495K ﹤0.01%
+5,745
2010
$494K ﹤0.01%
5,716
2011
$494K ﹤0.01%
3,101
+50
2012
$492K ﹤0.01%
5,498
+12
2013
$492K ﹤0.01%
17,849
-1,788
2014
$491K ﹤0.01%
+17,355
2015
$491K ﹤0.01%
9,148
-1,020
2016
$491K ﹤0.01%
7,259
-2,216
2017
$490K ﹤0.01%
14,537
+2,818
2018
$489K ﹤0.01%
10,523
-237
2019
$488K ﹤0.01%
25,881
-825
2020
$488K ﹤0.01%
22,060
-167
2021
$488K ﹤0.01%
8,181
+75
2022
$487K ﹤0.01%
5,945
-240
2023
$486K ﹤0.01%
42,303
-1,403
2024
$484K ﹤0.01%
16,822
-140
2025
$483K ﹤0.01%
24,786
+432
79 80
81
82 83