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
$26.8B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$76.1M
3
+$42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$36.3M

Top Sells

1
+$216M
2
+$181M
3
+$98.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$76.1M
5
BLK icon
Blackrock
BLK
+$67.2M

Sector Composition

1 Technology 12.26%
2 Financials 7.21%
3 Industrials 5.9%
4 Healthcare 5.87%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$356K ﹤0.01%
3,576
-1,515
2027
$356K ﹤0.01%
27,504
+63
2028
$356K ﹤0.01%
8,931
-1,903
2029
$356K ﹤0.01%
11,680
2030
$355K ﹤0.01%
5,966
-96,935
2031
$355K ﹤0.01%
7,634
+235
2032
$355K ﹤0.01%
20,824
2033
$355K ﹤0.01%
2,005
-696
2034
$354K ﹤0.01%
2,075
-416
2035
$353K ﹤0.01%
38,940
+3,802
2036
$352K ﹤0.01%
13,186
-2,156
2037
$351K ﹤0.01%
18,834
-786
2038
$351K ﹤0.01%
+69,864
2039
$351K ﹤0.01%
12,429
2040
$350K ﹤0.01%
9,576
+594
2041
$350K ﹤0.01%
7,292
-250
2042
$349K ﹤0.01%
11,937
+50
2043
$348K ﹤0.01%
15,890
-472
2044
$345K ﹤0.01%
32,717
-1,627
2045
$345K ﹤0.01%
4,732
-57
2046
$345K ﹤0.01%
20,846
-366
2047
$345K ﹤0.01%
5,058
+400
2048
$345K ﹤0.01%
7,745
+21
2049
$344K ﹤0.01%
24,670
-1,553
2050
$342K ﹤0.01%
14,232
80 81
82
83 84