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
2751
-3,586
2752
-18,079
2753
-9,098
2754
-3,401
2755
-177,849
2756
-18,609
2757
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2758
-8,425
2759
-88,881
2760
-3,748
2761
-55,524
2762
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2763
-26,700
2764
-10,759
2765
-4,067
2766
-29,462
2767
-52,873
2768
-24,008
2769
-17,150
2770
-3,404
2771
-57,244
2772
-26,127
2773
-153,656
2774
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2775
-759