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
$30.8B
AUM Growth
+$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$174M
3
+$95.9M
4
BLK icon
Blackrock
BLK
+$82.6M
5
IYW icon
iShares US Technology ETF
IYW
+$81.1M

Top Sells

1
+$82.9M
2
+$68.7M
3
+$41.6M
4
AAPL icon
Apple
AAPL
+$39.3M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.5M

Sector Composition

1 Technology 12.54%
2 Financials 7.48%
3 Healthcare 6.62%
4 Industrials 6.25%
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%
3,517
2030
$415K ﹤0.01%
10,127
-13,465
2031
$415K ﹤0.01%
2,650
-129
2032
$415K ﹤0.01%
2,310
-4,924
2033
$415K ﹤0.01%
3,051
+48
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