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 6.97%
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
2626
-4,081
2627
-529,971
2628
-7,275
2629
-2,896
2630
-34,778
2631
-26,700
2632
-10,759
2633
-4,067
2634
-29,462
2635
-52,873
2636
-24,008
2637
-57,244
2638
-529,939
2639
-26,127
2640
-153,656
2641
-53,637
2642
-759
2643
-4,517
2644
-5,980
2645
-12,815
2646
-19,909
2647
-1,923
2648
-7,125
2649
-6,609
2650
-4,989