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
$12.2B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$43.3M
3
+$34.7M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24M

Top Sells

1
+$36.5M
2
+$35.2M
3
+$19.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$18.4M

Sector Composition

1 Technology 8.73%
2 Financials 8.07%
3 Healthcare 7.88%
4 Industrials 6.2%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-115,669
2027
– –
-43,409
2028
– –
-6,130
2029
– –
-16,902
2030
– –
-17,034
2031
– –
-10,628
2032
– –
-24,000
2033
– –
-6,581
2034
– –
-15,845
2035
– –
-10,042
2036
– –
-30,713
2037
– –
-9,054
2038
– –
-28,015
2039
– –
-12,640
2040
– –
-668
2041
– –
-13,159
2042
– –
-29,865
2043
– –
-11,268
2044
– –
-11,123
2045
– –
-21,334
2046
– –
-6,228
2047
– –
-10,585
2048
– –
-11,435
2049
– –
-8,518
2050
– –
-62,843
80 81
82
83 84