Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
1
$353M 2.31%
1,090,803
+108,936
2
$337M 2.21%
4,588,828
+51,468
3
$295M 1.94%
3,216,654
+126,152
4
$251M 1.65%
1,592,322
+17,196
5
$235M 1.54%
4,370,237
+168,012
6
$200M 1.31%
1,962,420
+208,644
7
$175M 1.15%
2,783,658
+47,106
8
$167M 1.1%
1,200,514
+32,370
9
$154M 1.01%
5,942,790
+2,463,707
10
$154M 1.01%
2,354,662
+257,278
11
$151M 0.99%
1,639,380
+13,940
12
$142M 0.93%
669,142
+36,126
13
$136M 0.9%
423,781
+65,077
14
$135M 0.89%
2,518,706
+192,718
15
$134M 0.88%
921,800
+27,149
16
$128M 0.84%
4,348,422
+185,054
17
$116M 0.76%
661,388
+7,992
18
$115M 0.75%
2,606,539
+39,887
19
$109M 0.72%
1,662,524
-144,491
20
$109M 0.72%
580,249
+45,464
21
$105M 0.69%
823,946
-32,634
22
$103M 0.68%
821,734
+14,400
23
$97.5M 0.64%
1,814,081
+550,048
24
$96.5M 0.63%
1,112,438
-12,112
25
$94.9M 0.62%
656,425
+78,921