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
2726
-18,079
2727
-3,101
2728
-20,994
2729
-158,362
2730
-7,677
2731
-14,819
2732
-8,730
2733
-3,497
2734
-154,175
2735
-24,354
2736
-30,094
2737
-9,098
2738
-3,401
2739
-177,849
2740
-18,609
2741
-6,654
2742
-8,425
2743
-88,881
2744
-55,524
2745
-24,624
2746
-667
2747
-17,150
2748
-1,981
2749
-3,404
2750
-13,370