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
2101
– –
-12,795
2102
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-13,067
2103
– –
-5,805
2104
– –
-38,958
2105
– –
-125,067
2106
– –
-6,609
2107
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-5,489
2108
– –
-45,203
2109
– –
-11,255
2110
– –
-17,312
2111
– –
-6,600
2112
– –
-3,520
2113
– –
-5,344
2114
– –
-4,562
2115
– –
-16,324
2116
– –
-17,969
2117
– –
-3,668
2118
– –
-2,175
2119
– –
-21,643
2120
– –
-6,291
2121
– –
-12,173
2122
– –
-5,902
2123
– –
-47,971
2124
– –
-3,568
2125
– –
-5,400
83 84
85
86 87