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
$36.1B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$97.5M
3
+$86.5M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$81M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$68.6M

Top Sells

1
+$261M
2
+$95.9M
3
+$91.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$56.9M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$53.1M

Sector Composition

1 Technology 14.01%
2 Financials 8.17%
3 Industrials 6.01%
4 Healthcare 5.84%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$500K ﹤0.01%
17,270
-3,111
2002
$499K ﹤0.01%
41,207
-16,286
2003
$499K ﹤0.01%
14,525
-774
2004
$498K ﹤0.01%
21,922
-720
2005
$496K ﹤0.01%
806
-1,266
2006
$496K ﹤0.01%
10,361
-200
2007
$495K ﹤0.01%
567
+106
2008
$494K ﹤0.01%
33,649
+3,742
2009
$493K ﹤0.01%
20,876
+9,250
2010
$491K ﹤0.01%
18,509
-575
2011
$490K ﹤0.01%
4,443
-235
2012
$490K ﹤0.01%
16,025
+1,970
2013
$489K ﹤0.01%
11,329
-137
2014
$489K ﹤0.01%
27,729
-2,947
2015
$488K ﹤0.01%
+15,057
2016
$487K ﹤0.01%
23,329
+407
2017
$487K ﹤0.01%
84,127
-49,751
2018
$486K ﹤0.01%
7,855
-2,863
2019
$485K ﹤0.01%
49,748
-17,425
2020
$484K ﹤0.01%
3,363
+24
2021
$484K ﹤0.01%
19,302
+1,500
2022
$483K ﹤0.01%
14,500
+400
2023
$483K ﹤0.01%
3,636
+942
2024
$483K ﹤0.01%
18,385
-664
2025
$482K ﹤0.01%
19,534
+1,625
79 80
81
82 83