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
2051
$17K ﹤0.01%
380
+80
2052
$15K ﹤0.01%
12,757
-4,195
2053
$11K ﹤0.01%
11,500
2054
$8K ﹤0.01%
+10,100
2055
$7K ﹤0.01%
1,130
-410
2056
– –
-26,062
2057
– –
-254,840
2058
– –
-48,000
2059
– –
-153,505
2060
– –
-61,637
2061
– –
-73,417
2062
– –
-13,948
2063
– –
-44,014
2064
– –
-34,212
2065
– –
-9,045
2066
– –
-14,948
2067
– –
-9,564
2068
– –
-3,111
2069
– –
-16,788
2070
– –
-6,429
2071
– –
-8,084
2072
– –
-30,264
2073
– –
-23,426
2074
– –
-12,045
2075
– –
-8,823
81 82
83
84 85