Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Sells

1 +$64.3M
2 +$49.6M
3 +$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$179K ﹤0.01%
31,979
-7,600
1927
$178K ﹤0.01%
+13,176
1928
$177K ﹤0.01%
24,205
-17,487
1929
$177K ﹤0.01%
+10,646
1930
$177K ﹤0.01%
11,892
+917
1931
$176K ﹤0.01%
11,115
+900
1932
$175K ﹤0.01%
16,343
-637
1933
$175K ﹤0.01%
+10,185
1934
$174K ﹤0.01%
13,983
1935
$174K ﹤0.01%
+15,416
1936
$174K ﹤0.01%
16,300
+1,600
1937
$173K ﹤0.01%
18,446
+1,721
1938
$173K ﹤0.01%
12,000
-2,762
1939
$170K ﹤0.01%
+10,170
1940
$167K ﹤0.01%
17,454
1941
$167K ﹤0.01%
15,083
+850
1942
$166K ﹤0.01%
38,474
-177
1943
$166K ﹤0.01%
76,324
+147
1944
$165K ﹤0.01%
8,788
-1,220
1945
$162K ﹤0.01%
+11,340
1946
$162K ﹤0.01%
16,048
+67
1947
$161K ﹤0.01%
+12,396
1948
$160K ﹤0.01%
15,698
+1,567
1949
$159K ﹤0.01%
29,025
+3,010
1950
$159K ﹤0.01%
30,967
-1,346