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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$56.6M
3
+$51.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$44.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.9M

Top Sells

1
+$676M
2
+$228M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$429K ﹤0.01%
1,953
-719
2002
$426K ﹤0.01%
54,863
+1,691
2003
$425K ﹤0.01%
6,680
-139
2004
$423K ﹤0.01%
6,021
-270
2005
$423K ﹤0.01%
6,010
-1,279
2006
$422K ﹤0.01%
14,655
+2,789
2007
$422K ﹤0.01%
8,936
-607
2008
$421K ﹤0.01%
23,439
+3,410
2009
$419K ﹤0.01%
6,915
-29
2010
$419K ﹤0.01%
22,431
+371
2011
$416K ﹤0.01%
+33,257
2012
$416K ﹤0.01%
6,315
2013
$416K ﹤0.01%
6,727
+2,485
2014
$416K ﹤0.01%
39,650
-3,257
2015
$415K ﹤0.01%
6,009
-2,337
2016
$415K ﹤0.01%
9,385
-272,771
2017
$414K ﹤0.01%
15,087
+488
2018
$413K ﹤0.01%
+18,690
2019
$413K ﹤0.01%
25,740
+2,230
2020
$412K ﹤0.01%
10,488
+1,497
2021
$412K ﹤0.01%
4,910
-377
2022
$410K ﹤0.01%
12,697
-71
2023
$410K ﹤0.01%
31,955
-64,804
2024
$410K ﹤0.01%
+16,480
2025
$409K ﹤0.01%
22,826
+843
79 80
81
82 83