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 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
1976
$444K ﹤0.01%
15,383
+3,806
1977
$444K ﹤0.01%
16,814
-4,980
1978
$443K ﹤0.01%
7,255
-1,534
1979
$443K ﹤0.01%
14,141
+278
1980
$443K ﹤0.01%
14,912
-153
1981
$443K ﹤0.01%
+8,695
1982
$441K ﹤0.01%
28,540
-56,371
1983
$440K ﹤0.01%
47,829
-36,318
1984
$440K ﹤0.01%
10,432
+25
1985
$440K ﹤0.01%
7,433
-1,321
1986
$439K ﹤0.01%
8,625
+3,500
1987
$438K ﹤0.01%
5,547
-1,200
1988
$438K ﹤0.01%
12,476
-1,305
1989
$437K ﹤0.01%
9,943
1990
$435K ﹤0.01%
76,515
+2,533
1991
$434K ﹤0.01%
19,419
-294
1992
$434K ﹤0.01%
17,275
-94
1993
$433K ﹤0.01%
21,815
+1,208
1994
$432K ﹤0.01%
5,482
-416
1995
$432K ﹤0.01%
58,723
-64,805
1996
$432K ﹤0.01%
+11,586
1997
$432K ﹤0.01%
3,725
-3,338
1998
$430K ﹤0.01%
38,189
+317
1999
$429K ﹤0.01%
66,533
-1,815
2000
$429K ﹤0.01%
+6,289