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
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.7M
3
+$36.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$35.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$30.8M

Top Sells

1
+$64.3M
2
+$49.6M
3
+$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.18%
3 Healthcare 7.58%
4 Industrials 6.22%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$32K ﹤0.01%
12,045
-300
2027
$29K ﹤0.01%
14,700
2028
$28K ﹤0.01%
92
2029
$27K ﹤0.01%
176,950
2030
$25K ﹤0.01%
528
-324
2031
$24K ﹤0.01%
841
-800
2032
$23K ﹤0.01%
13,301
+431
2033
$16K ﹤0.01%
11,500
2034
$13K ﹤0.01%
1,950
-100
2035
$1K ﹤0.01%
12,365
-642,840
2036
– –
-10,678
2037
– –
-1,224
2038
– –
-8,327
2039
– –
-9,556
2040
– –
-16,495
2041
– –
-20,017
2042
– –
-8,511
2043
– –
-10,621
2044
– –
-124
2045
– –
-18,130
2046
– –
-5,955
2047
– –
-7,118
2048
– –
-9,229
2049
– –
-9,974
2050
– –
-4,813
80 81
82
83 84