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
251
$27.2M 0.08%
66,535
+393
252
$27.2M 0.08%
612,393
+218,054
253
$27.1M 0.08%
61,032
+5,426
254
$26.5M 0.08%
449,531
-148,317
255
$26.5M 0.08%
1,024,005
+27,063
256
$26.5M 0.08%
248,911
-3,850
257
$26.5M 0.08%
68,563
+42,452
258
$26.5M 0.08%
167,331
-14,603
259
$26.4M 0.08%
291,881
+3,664
260
$26.3M 0.08%
646,290
-9,615
261
$26.2M 0.08%
292,865
-5,677
262
$26.2M 0.08%
216,175
-9,717
263
$25.9M 0.08%
570,722
+165,786
264
$25.8M 0.08%
676,267
-102,840
265
$25.6M 0.08%
408,475
-17,375
266
$25.6M 0.08%
559,267
+246,010
267
$25.5M 0.08%
427,452
+42,957
268
$24.7M 0.08%
155,661
-15,927
269
$24.6M 0.08%
114,758
+2,541
270
$24.6M 0.08%
252,086
+17,656
271
$24.4M 0.07%
81,314
+4,323
272
$24.3M 0.07%
944,968
+21,814
273
$23.9M 0.07%
434,263
-32,014
274
$23.9M 0.07%
104,604
-3,684
275
$23.7M 0.07%
38
-1