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
2576
$25K ﹤0.01%
20,000
2577
$24K ﹤0.01%
10,000
2578
$24K ﹤0.01%
10,750
+447
2579
$23K ﹤0.01%
13,677
-3,685
2580
$22K ﹤0.01%
720
-255
2581
$22K ﹤0.01%
24,241
-100
2582
$21K ﹤0.01%
15,008
2583
$16K ﹤0.01%
19,000
-2,000
2584
$15K ﹤0.01%
+14,718
2585
$14K ﹤0.01%
+11,500
2586
$14K ﹤0.01%
+10,000
2587
$12K ﹤0.01%
16,950
2588
$9K ﹤0.01%
2,355
2589
$9K ﹤0.01%
667
2590
$9K ﹤0.01%
1,350
2591
$9K ﹤0.01%
10,000
2592
$8K ﹤0.01%
14,825
2593
$8K ﹤0.01%
+10,000
2594
$7K ﹤0.01%
1,367
2595
$6K ﹤0.01%
713
2596
$5K ﹤0.01%
10,830
-600
2597
$5K ﹤0.01%
+10,000
2598
$3K ﹤0.01%
+23,897
2599
$1K ﹤0.01%
13,500
2600
-7,275