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
2026
$71K ﹤0.01%
17,350
2027
$68K ﹤0.01%
10,149
-666
2028
$66K ﹤0.01%
17,460
+3,206
2029
$66K ﹤0.01%
10,500
2030
$61K ﹤0.01%
10,933
+868
2031
$61K ﹤0.01%
12,189
+965
2032
$60K ﹤0.01%
10,275
2033
$58K ﹤0.01%
12,500
2034
$56K ﹤0.01%
37,937
-3,000
2035
$55K ﹤0.01%
+16,750
2036
$52K ﹤0.01%
14,350
+1,800
2037
$46K ﹤0.01%
+1,200
2038
$46K ﹤0.01%
19,800
2039
$44K ﹤0.01%
2,957
2040
$41K ﹤0.01%
1,072
-97
2041
$36K ﹤0.01%
139
-12
2042
$36K ﹤0.01%
548
-801
2043
$34K ﹤0.01%
+300
2044
$30K ﹤0.01%
+6
2045
$28K ﹤0.01%
820
-75
2046
$28K ﹤0.01%
+443
2047
$26K ﹤0.01%
160
-385
2048
$19K ﹤0.01%
11,911
-3,936
2049
$18K ﹤0.01%
27,042
+1,131
2050
$17K ﹤0.01%
156
80 81
82
83 84