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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10.6M 0.1%
133,605
+13,391
227
$10.5M 0.1%
154,122
+12,993
228
$10.4M 0.1%
72,806
+5,151
229
$10.4M 0.1%
74,076
+930
230
$10.4M 0.1%
108,778
+7,675
231
$10.2M 0.1%
55,221
+4,727
232
$10.2M 0.1%
101,919
-129,653
233
$10.2M 0.1%
36
-1
234
$10.1M 0.1%
145,953
-703
235
$10M 0.1%
73,570
+10,267
236
$10M 0.1%
471,729
+35,667
237
$9.88M 0.1%
151,597
+8,844
238
$9.75M 0.09%
133,157
+14,000
239
$9.75M 0.09%
114,486
+1,407
240
$9.54M 0.09%
179,492
+28,218
241
$9.48M 0.09%
384,800
+85,157
242
$9.46M 0.09%
191,704
+12,663
243
$9.41M 0.09%
188,053
+26,528
244
$9.34M 0.09%
114,623
+17,403
245
$9.31M 0.09%
69,258
-18,058
246
$9.29M 0.09%
404,665
+60,860
247
$9.25M 0.09%
69,566
-4,147
248
$9.16M 0.09%
146,970
-15,156
249
$9.15M 0.09%
321,089
+29,002
250
$9.09M 0.09%
149,019
+29,549