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
2776
-4,517
2777
-26,090
2778
-16,573
2779
-312,680
2780
-405,194
2781
-43,982
2782
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2783
-13,370
2784
-17,355
2785
-8,027
2786
-25,568
2787
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2788
-12,815
2789
-19,909
2790
-1,923
2791
-140,355
2792
-21,909
2793
-7,125
2794
-14,784
2795
-204,226
2796
-6,350
2797
-51,442
2798
-10,669
2799
-71,501
2800
-23,093