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
$11.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,184
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$55.5M
3
+$24.9M
4
IXN icon
iShares Global Tech ETF
IXN
+$24.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.4M

Top Sells

1
+$27.2M
2
+$27M
3
+$13.5M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$10.1M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.27M

Sector Composition

1 Technology 8.89%
2 Financials 8.57%
3 Healthcare 8.38%
4 Industrials 6.55%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-11,316
2052
– –
-65,500
2053
– –
-10,599
2054
– –
-10,757
2055
– –
-16,600
2056
– –
-14,945
2057
– –
-238,310
2058
– –
-75,818
2059
– –
-11,840
2060
– –
-17,305
2061
– –
-21,824
2062
– –
-11,266
2063
– –
-5,543
2064
– –
-3,466
2065
– –
-591
2066
– –
-16,583
2067
– –
-54,018
2068
– –
-11,473
2069
– –
-12,372
2070
– –
-75,581
2071
– –
-18,892
2072
– –
-13,031
2073
– –
-10,072
2074
– –
-82,671
2075
– –
-19,400
81 82
83
84 85