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
301
$21.4M 0.07%
133,689
-37,213
302
$21.4M 0.07%
303,720
-9,135
303
$21.4M 0.07%
1,141,153
+69,667
304
$21.3M 0.07%
562,818
-7,457
305
$21.2M 0.06%
130,378
-5,331
306
$21.1M 0.06%
183,362
-3,154
307
$21.1M 0.06%
127,267
+80,210
308
$21.1M 0.06%
120,741
-23,485
309
$21.1M 0.06%
25,645
-571
310
$21M 0.06%
20,009
-6,898
311
$20.9M 0.06%
108,113
-1,881
312
$20.8M 0.06%
235,434
+5,476
313
$20.8M 0.06%
83,407
+846
314
$20.7M 0.06%
1,142,286
+18,595
315
$20.7M 0.06%
628,557
+36,856
316
$20.7M 0.06%
823,257
-40,692
317
$20.6M 0.06%
380,935
+9,352
318
$20.6M 0.06%
175,511
+1,316
319
$20.5M 0.06%
31,163
+768
320
$20.3M 0.06%
521,682
+358,882
321
$20.2M 0.06%
266,228
+8,003
322
$20.1M 0.06%
172,436
-5,534
323
$20.1M 0.06%
247,285
+1,382
324
$20.1M 0.06%
681,095
+24,518
325
$20M 0.06%
97,392
+3,747