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
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$174M
3 +$95.9M
4
BLK icon
Blackrock
BLK
+$82.6M
5
IYW icon
iShares US Technology ETF
IYW
+$81.1M

Top Sells

1 +$82.9M
2 +$68.7M
3 +$41.6M
4
AAPL icon
Apple
AAPL
+$39.3M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.25%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$468K ﹤0.01%
43,221
-7,914
1952
$468K ﹤0.01%
5,546
-486
1953
$468K ﹤0.01%
4,682
+696
1954
$468K ﹤0.01%
38,710
-3,385
1955
$467K ﹤0.01%
3,239
-20,994
1956
$466K ﹤0.01%
+21,534
1957
$466K ﹤0.01%
15,260
-951
1958
$466K ﹤0.01%
7,611
+455
1959
$465K ﹤0.01%
+26,702
1960
$464K ﹤0.01%
19,206
-1,414
1961
$463K ﹤0.01%
24,354
-1,542
1962
$462K ﹤0.01%
+9,307
1963
$462K ﹤0.01%
6,929
-17
1964
$462K ﹤0.01%
10,760
+3,868
1965
$462K ﹤0.01%
62,984
-3,778
1966
$461K ﹤0.01%
56,800
-42,550
1967
$460K ﹤0.01%
20,020
+2,929
1968
$460K ﹤0.01%
21,007
-25,476
1969
$459K ﹤0.01%
77,368
+32,645
1970
$459K ﹤0.01%
29,667
+4,377
1971
$459K ﹤0.01%
1,716
+68
1972
$459K ﹤0.01%
9,877
1973
$458K ﹤0.01%
+16,924
1974
$458K ﹤0.01%
21,124
+5,243
1975
$456K ﹤0.01%
32,056
-708