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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$56.6M
3
+$51.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$44.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.9M

Top Sells

1
+$676M
2
+$228M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$461K ﹤0.01%
+28,900
1952
$461K ﹤0.01%
3,168
-110
1953
$459K ﹤0.01%
26,184
-751
1954
$459K ﹤0.01%
14,886
+1,981
1955
$458K ﹤0.01%
4,916
-626
1956
$457K ﹤0.01%
144,579
+34,758
1957
$457K ﹤0.01%
+48,569
1958
$456K ﹤0.01%
16,817
+3,147
1959
$456K ﹤0.01%
17,997
1960
$456K ﹤0.01%
36,910
+10
1961
$454K ﹤0.01%
4,492
1962
$453K ﹤0.01%
5,630
-150
1963
$452K ﹤0.01%
+15,054
1964
$452K ﹤0.01%
2,582
-659
1965
$452K ﹤0.01%
2,403
+15
1966
$451K ﹤0.01%
+6,834
1967
$450K ﹤0.01%
30,677
+12,407
1968
$450K ﹤0.01%
23,886
-1,995
1969
$449K ﹤0.01%
16,620
+413
1970
$448K ﹤0.01%
8,655
-88
1971
$448K ﹤0.01%
2,912
-65
1972
$447K ﹤0.01%
12,509
+1,167
1973
$446K ﹤0.01%
85,765
+3,890
1974
$444K ﹤0.01%
13,792
-22
1975
$444K ﹤0.01%
10,375
+44
77 78
79
80 81