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
2751
-10,759
2752
-4,067
2753
-29,462
2754
-52,873
2755
-24,008
2756
-17,150
2757
-1,981
2758
-3,404
2759
-57,244
2760
-529,939
2761
-26,127
2762
-153,656
2763
-53,637
2764
-759
2765
-4,517
2766
-26,090
2767
-16,573
2768
-312,680
2769
-405,194
2770
-43,982
2771
-28,330
2772
-13,370
2773
-17,355
2774
-8,027
2775
-25,568