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
2551
$180K ﹤0.01%
22,193
+1,502
2552
$179K ﹤0.01%
13,967
-3,099
2553
$179K ﹤0.01%
47,906
+1,080
2554
$173K ﹤0.01%
22,183
+22
2555
$172K ﹤0.01%
25,051
-3,910
2556
$172K ﹤0.01%
15,072
-5,806
2557
$170K ﹤0.01%
13,416
-1,925
2558
$168K ﹤0.01%
15,654
+200
2559
$166K ﹤0.01%
+15,345
2560
$162K ﹤0.01%
19,350
+4,100
2561
$162K ﹤0.01%
10,300
2562
$162K ﹤0.01%
+10,106
2563
$160K ﹤0.01%
55,120
-3,410
2564
$160K ﹤0.01%
+54,702
2565
$159K ﹤0.01%
11,169
-200
2566
$158K ﹤0.01%
14,096
-8,924
2567
$157K ﹤0.01%
22,465
-6,006
2568
$156K ﹤0.01%
11,609
+66
2569
$155K ﹤0.01%
+15,585
2570
$155K ﹤0.01%
18,865
-214
2571
$154K ﹤0.01%
24,222
+1,158
2572
$154K ﹤0.01%
12,455
+1,634
2573
$148K ﹤0.01%
10,000
2574
$148K ﹤0.01%
14,861
2575
$143K ﹤0.01%
15,438
-2,075