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
$15.2B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,190
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$63.9M
3
+$40.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.6M

Top Sells

1
+$23.4M
2
+$21.4M
3
+$21M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.5M
5
CELG
Celgene Corp
CELG
+$15.2M

Sector Composition

1 Technology 9.08%
2 Financials 8.26%
3 Healthcare 7.47%
4 Industrials 5.87%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$115K ﹤0.01%
11,000
2002
$114K ﹤0.01%
+11,160
2003
$110K ﹤0.01%
10,000
2004
$105K ﹤0.01%
13,630
+124
2005
$105K ﹤0.01%
12,000
-400
2006
$104K ﹤0.01%
20,528
-6,952
2007
$103K ﹤0.01%
14,829
+1,245
2008
$100K ﹤0.01%
11,007
2009
$99K ﹤0.01%
11,719
+1,595
2010
$99K ﹤0.01%
13,425
+1,519
2011
$99K ﹤0.01%
+11,504
2012
$95K ﹤0.01%
11,226
-2,492
2013
$94K ﹤0.01%
11,527
+841
2014
$93K ﹤0.01%
10,576
-925
2015
$92K ﹤0.01%
12,000
2016
$89K ﹤0.01%
15,000
2017
$86K ﹤0.01%
10,333
2018
$84K ﹤0.01%
15,478
+1,899
2019
$80K ﹤0.01%
+12,441
2020
$80K ﹤0.01%
1,102
-228
2021
$78K ﹤0.01%
22,635
-3,200
2022
$78K ﹤0.01%
13,136
+843
2023
$76K ﹤0.01%
4,183
+333
2024
$75K ﹤0.01%
18,591
-4,195
2025
$73K ﹤0.01%
3,567
+667
79 80
81
82 83