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
$35.3B
AUM Growth
-$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$96.6M
3
+$73.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$51.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$48.1M

Top Sells

1
+$239M
2
+$101M
3
+$94.6M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$72.8M
5
PFE icon
Pfizer
PFE
+$65.1M

Sector Composition

1 Technology 12.63%
2 Financials 8.48%
3 Healthcare 6.2%
4 Industrials 5.95%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$225K ﹤0.01%
7,376
-33,396
2477
$224K ﹤0.01%
9,431
+55
2478
$223K ﹤0.01%
5,666
+105
2479
$223K ﹤0.01%
7,307
+107
2480
$222K ﹤0.01%
2,797
-42
2481
$222K ﹤0.01%
3,104
-365
2482
$221K ﹤0.01%
1,218
-454
2483
$219K ﹤0.01%
10,778
-11,100
2484
$219K ﹤0.01%
15,304
+1,000
2485
$219K ﹤0.01%
5,011
-430
2486
$219K ﹤0.01%
+2,560
2487
$218K ﹤0.01%
15,150
-2,000
2488
$218K ﹤0.01%
4,575
2489
$218K ﹤0.01%
2,709
-7,479
2490
$217K ﹤0.01%
6,217
+700
2491
$217K ﹤0.01%
10,689
-33,633
2492
$217K ﹤0.01%
+1,611
2493
$217K ﹤0.01%
13,295
-4,929
2494
$216K ﹤0.01%
19,271
+519
2495
$215K ﹤0.01%
5,447
-23
2496
$215K ﹤0.01%
1,774
-3,838
2497
$213K ﹤0.01%
10,463
+334
2498
$213K ﹤0.01%
+7,271
2499
$212K ﹤0.01%
2,285
+87
2500
$212K ﹤0.01%
5,104
98 99
100
101 102