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
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$57.4M
3
+$56M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$54.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$47M

Top Sells

1
+$71.3M
2
+$59.9M
3
+$44M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$39.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$36.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.09%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-13,228
2027
– –
-4,600
2028
– –
-3,525
2029
– –
-54,503
2030
– –
-4,773
2031
– –
-2,442
2032
– –
-20,160
2033
– –
-4,171
2034
– –
-6,978
2035
– –
-2,304
2036
– –
-4,463
2037
– –
-14,765
2038
– –
-14,459
2039
– –
-7,773
2040
– –
-10,195
2041
– –
-37,804
2042
– –
-7,833
2043
– –
-4,335
2044
– –
-12,190
2045
– –
-11,527
2046
– –
-31,972
2047
– –
-8,734
2048
– –
-16,678
2049
– –
-2,951
2050
– –
-26,403
80 81
82
83 84