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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$6.25M 0.06%
119,861
+2,291
327
$6.24M 0.06%
115,485
+41,421
328
$6.17M 0.06%
5,694
+209
329
$6.15M 0.06%
135,276
+230
330
$6.13M 0.06%
464,729
-111,921
331
$6.09M 0.06%
25,052
+2,085
332
$6.02M 0.06%
165,161
-8,253
333
$6.02M 0.06%
192,112
-25,716
334
$6.02M 0.06%
35,401
-1,324
335
$5.99M 0.06%
405,962
+5,837
336
$5.99M 0.06%
92,663
+733
337
$5.98M 0.06%
536,130
-4,300
338
$5.97M 0.06%
78,136
+3,454
339
$5.89M 0.06%
82,258
-8,736
340
$5.89M 0.06%
127,453
-9,334
341
$5.89M 0.06%
325,375
+6,556
342
$5.88M 0.06%
83,464
+708
343
$5.75M 0.06%
27,276
+4,475
344
$5.73M 0.06%
39,272
+1,172
345
$5.66M 0.05%
24,246
+6,278
346
$5.66M 0.05%
197,896
-16,061
347
$5.65M 0.05%
67,740
+63,251
348
$5.58M 0.05%
299,524
+24,779
349
$5.56M 0.05%
95,810
-4,914
350
$5.55M 0.05%
59,619
-16,076