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
2676
-104,913
2677
-14,000
2678
-18,335
2679
-18,079
2680
-107,950
2681
-11,448
2682
-3,101
2683
-14,384
2684
-1,651
2685
-115,675
2686
-54,547
2687
-11,040
2688
-10,973
2689
-10,262
2690
-47,475
2691
-818,714
2692
-3,586
2693
-29,566
2694
-11,657
2695
-61,770
2696
-23,837
2697
-50,470
2698
-106,895
2699
-1,193
2700
-146,711