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
2801
-158,002
2802
-104,855
2803
-14,573
2804
-26,510
2805
-30,435
2806
-9,607
2807
-27,472
2808
-7,675
2809
-18,040
2810
-47,225
2811
-46,319
2812
-33,879
2813
-17,436
2814
-6,650
2815
-560
2816
-26,700
2817
-9,768
2818
-47,307
2819
-4,370
2820
-439,621
2821
-8,152
2822
-14,369
2823
-2,690
2824
-41,268
2825
-25,130