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
2576
$143K ﹤0.01%
+11,035
2577
$143K ﹤0.01%
14,000
2578
$142K ﹤0.01%
11,736
+286
2579
$141K ﹤0.01%
27,102
-30,183
2580
$139K ﹤0.01%
13,217
+117
2581
$138K ﹤0.01%
11,567
+1,300
2582
$136K ﹤0.01%
10,019
-288
2583
$135K ﹤0.01%
+11,113
2584
$135K ﹤0.01%
+11,498
2585
$135K ﹤0.01%
11,360
+17
2586
$134K ﹤0.01%
10,273
-6,067
2587
$133K ﹤0.01%
10,600
-6,538
2588
$132K ﹤0.01%
14,165
-670
2589
$132K ﹤0.01%
14,180
+3,100
2590
$131K ﹤0.01%
22,100
2591
$129K ﹤0.01%
26,700
2592
$129K ﹤0.01%
12,054
-1,495
2593
$124K ﹤0.01%
27,340
2594
$123K ﹤0.01%
13,141
-246,116
2595
$122K ﹤0.01%
18,949
-6,435
2596
$120K ﹤0.01%
+12,153
2597
$119K ﹤0.01%
21,090
+10,765
2598
$116K ﹤0.01%
14,192
-37,317
2599
$115K ﹤0.01%
11,237
+100
2600
$114K ﹤0.01%
11,636