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
2101
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-4,140
2102
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2103
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-21,876
2104
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-2,270
2105
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2106
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-10,000
2107
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2108
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-10,124
2109
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-2,874
2110
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-11,485
2111
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-3,242
2112
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-5,279
2113
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-50,759
2114
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-5,206
2115
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-45,312
2116
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-14,052
2117
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-16,855
2118
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-49,198
2119
– –
-6,341
2120
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-10,757
2121
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-1,822
2122
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-6,462
2123
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-13,941
2124
– –
-13,376
2125
– –
-2
83 84
85
86 87