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
2526
$204K ﹤0.01%
7,496
-6,377
2527
$203K ﹤0.01%
5,458
-93
2528
$203K ﹤0.01%
+9,175
2529
$203K ﹤0.01%
+34,685
2530
$203K ﹤0.01%
7,041
-3,017
2531
$203K ﹤0.01%
+6,553
2532
$202K ﹤0.01%
7,350
-1,806
2533
$202K ﹤0.01%
10,076
-2,752
2534
$201K ﹤0.01%
+27,491
2535
$201K ﹤0.01%
+4,819
2536
$201K ﹤0.01%
19,005
2537
$201K ﹤0.01%
+9,337
2538
$200K ﹤0.01%
19,590
+3,000
2539
$200K ﹤0.01%
+14,781
2540
$198K ﹤0.01%
12,684
+282
2541
$196K ﹤0.01%
+13,903
2542
$195K ﹤0.01%
+11,534
2543
$194K ﹤0.01%
28,810
+13,675
2544
$192K ﹤0.01%
16,013
2545
$192K ﹤0.01%
40,576
2546
$191K ﹤0.01%
+12,254
2547
$185K ﹤0.01%
23,097
-2,730
2548
$183K ﹤0.01%
14,164
2549
$181K ﹤0.01%
36,496
+5,714
2550
$181K ﹤0.01%
19,221
-14