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
2076
– –
-10,334
2077
– –
-5,991
2078
– –
-11,000
2079
– –
-38,758
2080
– –
-25,647
2081
– –
-30,538
2082
– –
-2,054
2083
– –
-22,628
2084
– –
-18,433
2085
– –
-11,377
2086
– –
-4,805
2087
– –
-5,153
2088
– –
-21,013
2089
– –
-7,409
2090
– –
-32,620
2091
– –
-1,495
2092
– –
-7,162
2093
– –
-1,220
2094
– –
-21,125
2095
– –
-74,456
2096
– –
-13,466
2097
– –
-9,356
2098
– –
-61,491
2099
– –
-17,078
2100
– –
-27,378
82 83
84
85 86