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
$26.8B
AUM Growth
-$1.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1 +$95.7M
2 +$76.1M
3 +$42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$41.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$36.3M

Top Sells

1 +$216M
2 +$181M
3 +$98.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$76.1M
5
BLK icon
Blackrock
BLK
+$67.2M

Sector Composition

1 Technology 12.26%
2 Financials 7.21%
3 Industrials 5.9%
4 Healthcare 5.87%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$394K ﹤0.01%
56,879
-17,839
1952
$394K ﹤0.01%
+55,471
1953
$394K ﹤0.01%
9,253
-155
1954
$393K ﹤0.01%
1,480
-362
1955
$393K ﹤0.01%
2,009
+450
1956
$393K ﹤0.01%
10,595
-759
1957
$392K ﹤0.01%
2,723
1958
$392K ﹤0.01%
9,789
-1,327
1959
$391K ﹤0.01%
13,168
+1,659
1960
$391K ﹤0.01%
23,441
-2,650
1961
$390K ﹤0.01%
10,410
1962
$389K ﹤0.01%
5,560
+1,073
1963
$388K ﹤0.01%
9,571
-880
1964
$388K ﹤0.01%
5,850
-177
1965
$388K ﹤0.01%
+1,958
1966
$387K ﹤0.01%
+24,663
1967
$387K ﹤0.01%
1,514
-70
1968
$386K ﹤0.01%
21,727
1969
$386K ﹤0.01%
3,003
-93
1970
$386K ﹤0.01%
6,794
-890
1971
$383K ﹤0.01%
16,473
+2,699
1972
$383K ﹤0.01%
9,472
-2,838
1973
$383K ﹤0.01%
3,986
+207
1974
$382K ﹤0.01%
9,103
-2,166
1975
$382K ﹤0.01%
18,368
-439