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
2626
-2,200
2627
-30,065
2628
-2,914
2629
-5,313
2630
-5,902
2631
-20,393
2632
-11,556
2633
-77,555
2634
-10,675
2635
-4,185
2636
-853,303
2637
-6,107
2638
-17,086
2639
-4,211
2640
-48,154
2641
-8,449
2642
-7,509
2643
-7,180
2644
-21,684
2645
-75,466
2646
-22,253
2647
-11,250
2648
-38,576
2649
-42,123
2650
-2,678