Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$176M
3
+$89.8M
4
IYW icon
iShares US Technology ETF
IYW
+$74.8M
5
BLK icon
Blackrock
BLK
+$71M

Top Sells

1
+$80.1M
2
+$63.1M
3
+$38.4M
4
AAPL icon
Apple
AAPL
+$37.7M
5
PG icon
Procter & Gamble
PG
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.3%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$420K ﹤0.01%
10,870
-954
2027
$417K ﹤0.01%
10,805
-1,459
2028
$417K ﹤0.01%
40,788
+6,019
2029
$415K ﹤0.01%
10,127
-13,465
2030
$415K ﹤0.01%
2,650
-129
2031
$415K ﹤0.01%
2,310
-4,924
2032
$415K ﹤0.01%
3,051
+48
2033
$415K ﹤0.01%
3,517
2034
$414K ﹤0.01%
19,567
+3,364
2035
$412K ﹤0.01%
18,075
+5,400
2036
$411K ﹤0.01%
38,891
+5,852
2037
$409K ﹤0.01%
+6,040
2038
$408K ﹤0.01%
+32,141
2039
$408K ﹤0.01%
16,727
-17,029
2040
$408K ﹤0.01%
80,366
-7,227
2041
$407K ﹤0.01%
80,201
+11,874
2042
$407K ﹤0.01%
9,220
-2,410
2043
$407K ﹤0.01%
13,181
+1,700
2044
$407K ﹤0.01%
8,431
+1,294
2045
$407K ﹤0.01%
36,900
-12,914
2046
$405K ﹤0.01%
24,899
-1,592
2047
$405K ﹤0.01%
6,175
-20
2048
$404K ﹤0.01%
4,841
+1,688
2049
$404K ﹤0.01%
6,415
2050
$403K ﹤0.01%
5,775
-5,831
80 81
82
83 84