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
$35.3B
AUM Growth
-$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$96.6M
3
+$73.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$51.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$48.1M

Top Sells

1
+$239M
2
+$101M
3
+$94.6M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$72.8M
5
PFE icon
Pfizer
PFE
+$65.1M

Sector Composition

1 Technology 12.63%
2 Financials 8.48%
3 Healthcare 6.2%
4 Industrials 5.95%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$508K ﹤0.01%
15,280
-792
1977
$508K ﹤0.01%
12,275
+946
1978
$507K ﹤0.01%
4,343
-3,481
1979
$506K ﹤0.01%
18,059
+3,002
1980
$505K ﹤0.01%
+3,361
1981
$504K ﹤0.01%
18,828
+6,000
1982
$503K ﹤0.01%
17,863
+1,418
1983
$503K ﹤0.01%
5,699
-412
1984
$501K ﹤0.01%
8,707
1985
$500K ﹤0.01%
5,412
+146
1986
$499K ﹤0.01%
+17,730
1987
$498K ﹤0.01%
+50,851
1988
$495K ﹤0.01%
+8,894
1989
$495K ﹤0.01%
14,993
+3,647
1990
$495K ﹤0.01%
11,196
-239
1991
$495K ﹤0.01%
14,914
-2,531
1992
$495K ﹤0.01%
2,906
-890
1993
$495K ﹤0.01%
2,579
+82
1994
$491K ﹤0.01%
20,254
-3,075
1995
$491K ﹤0.01%
8,822
+757
1996
$490K ﹤0.01%
128,390
-20,435
1997
$489K ﹤0.01%
43,716
+2,579
1998
$488K ﹤0.01%
12,478
+1,702
1999
$488K ﹤0.01%
48,926
-331
2000
$488K ﹤0.01%
+3,986
78 79
80
81 82