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
$15.2B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,190
New
Increased
Reduced
Closed

Top Buys

1 +$68.3M
2 +$63.9M
3 +$40.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.6M

Top Sells

1 +$23.4M
2 +$21.4M
3 +$21M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.5M
5
CELG
Celgene Corp
CELG
+$15.2M

Sector Composition

1 Technology 9.08%
2 Financials 8.26%
3 Healthcare 7.47%
4 Industrials 5.87%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$182K ﹤0.01%
42,386
-2,576
1952
$181K ﹤0.01%
13,300
-37,500
1953
$181K ﹤0.01%
12,220
1954
$179K ﹤0.01%
4,256
-1,430
1955
$178K ﹤0.01%
13,983
1956
$177K ﹤0.01%
13,400
1957
$176K ﹤0.01%
+12,060
1958
$174K ﹤0.01%
8,779
-9
1959
$173K ﹤0.01%
13,241
+791
1960
$173K ﹤0.01%
45,511
+14,140
1961
$171K ﹤0.01%
19,623
+4,863
1962
$170K ﹤0.01%
17,454
1963
$170K ﹤0.01%
6,919
-1,034
1964
$170K ﹤0.01%
48,076
1965
$169K ﹤0.01%
5,522
+69
1966
$167K ﹤0.01%
12,488
1967
$164K ﹤0.01%
18,494
-50,111
1968
$164K ﹤0.01%
29,043
+9
1969
$164K ﹤0.01%
17,288
-929
1970
$164K ﹤0.01%
3,774
-29
1971
$162K ﹤0.01%
15,624
1972
$161K ﹤0.01%
30,845
-1,465
1973
$159K ﹤0.01%
10,513
1974
$155K ﹤0.01%
+21,708
1975
$154K ﹤0.01%
17,342