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 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-11,860
2077
– –
-5,698
2078
– –
-7,753
2079
– –
-8,665
2080
– –
-20,291
2081
– –
-17,253
2082
– –
-7,037
2083
– –
-4,284
2084
– –
-7,711
2085
– –
-36,877
2086
– –
-44,807
2087
– –
-3,065
2088
– –
-10,329
2089
– –
-10,447
2090
– –
-6,500
2091
– –
-2,987
2092
– –
-1,599
2093
– –
-5,621
2094
– –
-10,630
2095
– –
-23,453
2096
– –
-1,927
2097
– –
-15,868
2098
– –
-9,316
2099
– –
-33,984
2100
– –
-34,643
82 83
84
85 86