Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$72.4M

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
2626
-11,322
2627
-975
2628
-38,576
2629
-42,123
2630
-63,472
2631
-6,925
2632
-17,618
2633
-2,200
2634
-30,065
2635
-2,914
2636
-5,902
2637
-20,393
2638
-11,556
2639
-77,555
2640
-10,675
2641
-4,185
2642
-853,303
2643
-6,107
2644
-17,086
2645
-4,211
2646
-48,154
2647
-8,449
2648
-7,509
2649
-11,250
2650
-11,657