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
$35.3B
AUM Growth
-$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1 +$320M
2 +$96.6M
3 +$73.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$51.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$48.1M

Top Sells

1 +$239M
2 +$101M
3 +$94.6M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$72.8M
5
PFE icon
Pfizer
PFE
+$65.1M

Sector Composition

1 Technology 12.63%
2 Financials 8.48%
3 Healthcare 6.2%
4 Industrials 5.95%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
-27,553
2802
-191,832
2803
-8,289
2804
-13,850
2805
-4,038
2806
-22,693
2807
-4,728
2808
-7,718
2809
-36,623
2810
-4,573
2811
-5,868
2812
-46,619
2813
-85,534
2814
-75,576
2815
-118,611
2816
-11,652
2817
-55,645
2818
-1,254,222
2819
-4,058
2820
-15,122
2821
-2,013
2822
-10,235
2823
-5,147
2824
-10,449
2825
-49,496