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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Sells

1 +$676M
2 +$228M
3 +$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$135K ﹤0.01%
11,890
-1,406
2502
$135K ﹤0.01%
40,266
+1,950
2503
$132K ﹤0.01%
13,448
-140
2504
$131K ﹤0.01%
+10,010
2505
$130K ﹤0.01%
+19,480
2506
$129K ﹤0.01%
+11,125
2507
$129K ﹤0.01%
18,814
-864
2508
$127K ﹤0.01%
10,000
2509
$126K ﹤0.01%
12,624
+718
2510
$122K ﹤0.01%
11,640
2511
$121K ﹤0.01%
18,581
-4,914
2512
$120K ﹤0.01%
10,320
2513
$117K ﹤0.01%
10,254
-13,393
2514
$117K ﹤0.01%
29,138
2515
$115K ﹤0.01%
10,808
-5,382
2516
$114K ﹤0.01%
21,259
+369
2517
$114K ﹤0.01%
64,600
+3,000
2518
$113K ﹤0.01%
+20,040
2519
$107K ﹤0.01%
10,986
+721
2520
$106K ﹤0.01%
+10,293
2521
$105K ﹤0.01%
15,775
-2,715
2522
$105K ﹤0.01%
14,000
-2,000
2523
$102K ﹤0.01%
19,675
-201
2524
$100K ﹤0.01%
+11,267
2525
$99K ﹤0.01%
13,917
+3,691