Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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 6.19%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
-23,754
2752
-638
2753
-20,116
2754
-33,952
2755
-5,933
2756
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2757
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2758
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2759
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2760
-152,436
2761
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2762
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2763
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2764
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2765
-5,745
2766
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2767
-265,936
2768
-124,379
2769
-39,398
2770
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2771
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2772
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2773
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2774
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2775
-232,290