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
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.61%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$495K ﹤0.01%
9,127
+3,635
1977
$494K ﹤0.01%
7,751
+496
1978
$493K ﹤0.01%
+2,499
1979
$493K ﹤0.01%
14,100
-1,519
1980
$493K ﹤0.01%
3,698
-807
1981
$493K ﹤0.01%
5,188
-200
1982
$493K ﹤0.01%
2,497
1983
$493K ﹤0.01%
8,106
-160
1984
$490K ﹤0.01%
15,299
-1,440
1985
$489K ﹤0.01%
6,212
+1,267
1986
$489K ﹤0.01%
10,183
-1,280
1987
$489K ﹤0.01%
10,718
+2,710
1988
$489K ﹤0.01%
33,915
+317
1989
$488K ﹤0.01%
7,614
-325
1990
$488K ﹤0.01%
79,647
-12,249
1991
$486K ﹤0.01%
6,162
-3,540
1992
$486K ﹤0.01%
20,646
-13,054
1993
$485K ﹤0.01%
6,575
+2,788
1994
$485K ﹤0.01%
40,150
1995
$484K ﹤0.01%
221,000
-219,860
1996
$483K ﹤0.01%
+14,836
1997
$483K ﹤0.01%
16,286
+7,290
1998
$483K ﹤0.01%
+9,994
1999
$483K ﹤0.01%
87,956
+11,174
2000
$482K ﹤0.01%
24,473
+587
78 79
80
81 82