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
1951
$158K ﹤0.01%
+12,450
1952
$158K ﹤0.01%
3,273
-18,479
1953
$157K ﹤0.01%
12,650
-2,050
1954
$157K ﹤0.01%
22,195
+1,895
1955
$155K ﹤0.01%
5,384
+240
1956
$153K ﹤0.01%
10,888
+460
1957
$151K ﹤0.01%
10,700
-1,391
1958
$150K ﹤0.01%
14,250
-1,300
1959
$148K ﹤0.01%
11,774
-1,521
1960
$148K ﹤0.01%
13,970
+527
1961
$147K ﹤0.01%
17,342
1962
$146K ﹤0.01%
10,370
+66
1963
$146K ﹤0.01%
22,363
-594
1964
$146K ﹤0.01%
+12,678
1965
$145K ﹤0.01%
14,805
+274
1966
$142K ﹤0.01%
10,285
-500
1967
$141K ﹤0.01%
14,590
-30,685
1968
$139K ﹤0.01%
5,434
+1,334
1969
$137K ﹤0.01%
+10,510
1970
$137K ﹤0.01%
18,967
-3,956
1971
$137K ﹤0.01%
10,582
+102
1972
$136K ﹤0.01%
8,365
+86
1973
$132K ﹤0.01%
3,342
-73
1974
$132K ﹤0.01%
+10,640
1975
$130K ﹤0.01%
15,678
-8,466