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
2776
-47,225
2777
-46,319
2778
-33,879
2779
-9,768
2780
-47,307
2781
-4,370
2782
-439,621
2783
-8,152
2784
-14,369
2785
-2,690
2786
-41,268
2787
-25,130
2788
-5,656
2789
-11,333
2790
-144,449
2791
-45,895
2792
-11,567
2793
-294,713
2794
-4,751
2795
-67,244
2796
-2,152
2797
-282,724
2798
-129,999
2799
-8,496
2800
-1,194,583