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
$9.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.1M
3
+$18.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16M

Top Sells

1
+$19M
2
+$18.1M
3
+$8.66M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$8.14M
5
GE icon
GE Aerospace
GE
+$8.08M

Sector Composition

1 Financials 9.28%
2 Technology 8.69%
3 Healthcare 8.06%
4 Industrials 6.72%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-21,931
2027
– –
-6,848
2028
– –
-42,190
2029
– –
-13,442
2030
– –
-5,097
2031
– –
-11,875
2032
– –
-17,047
2033
– –
-5,174
2034
– –
-20
2035
– –
-2,529
2036
– –
-10,900
2037
– –
-53,506
2038
– –
-8,623
2039
– –
-4,113
2040
– –
-3,421
2041
– –
-5,932
2042
– –
-1,694
2043
– –
-25,864
2044
– –
-2,474
2045
– –
-24,956
2046
– –
-8,476
2047
– –
-19,796
2048
– –
-9,058
2049
– –
-15,900
2050
– –
-86,418
79 80 81
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