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
– –
-9,392
2027
– –
-3,438
2028
– –
-6,660
2029
– –
-4,140
2030
– –
-23,291
2031
– –
-28,022
2032
– –
-31,284
2033
– –
-5,511
2034
– –
-3,645
2035
– –
-6,421
2036
– –
-2,686
2037
– –
-26,814
2038
– –
-6,387
2039
– –
-18,007
2040
– –
-5,799
2041
– –
-13,540
2042
– –
-4,586
2043
– –
-6,787
2044
– –
-15,497
2045
– –
-11,504
2046
– –
-12,566
2047
– –
-16,406
2048
– –
-751
2049
– –
-4,890
2050
– –
-4,144
80 81
82
83 84