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
2751
-17,355
2752
-8,027
2753
-25,568
2754
-140,355
2755
-21,909
2756
-14,784
2757
-204,226
2758
-6,350
2759
-51,442
2760
-10,669
2761
-71,501
2762
-23,093
2763
-31,567
2764
-8,798
2765
-984
2766
-21,081
2767
-9,816
2768
-10,267
2769
-20,958
2770
-204,743
2771
-31,004
2772
-9,607
2773
-27,472
2774
-7,675
2775
-18,040