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
351
$5.55M 0.05%
39,613
+1,587
352
$5.54M 0.05%
161,128
-14,348
353
$5.54M 0.05%
35,027
+3,649
354
$5.54M 0.05%
54,031
-449
355
$5.51M 0.05%
109,216
-11,454
356
$5.5M 0.05%
45,964
+776
357
$5.5M 0.05%
151,028
+636
358
$5.35M 0.05%
62,649
+2,282
359
$5.33M 0.05%
89,027
+70,723
360
$5.33M 0.05%
51,168
+4,580
361
$5.32M 0.05%
72,754
+2,643
362
$5.3M 0.05%
212,082
+30,495
363
$5.27M 0.05%
52,746
-1,035
364
$5.27M 0.05%
27,420
-2,188
365
$5.25M 0.05%
38,791
+824
366
$5.25M 0.05%
31,344
+10,984
367
$5.23M 0.05%
136,127
+9,814
368
$5.21M 0.05%
177,758
+48,055
369
$5.17M 0.05%
106,384
-1,619
370
$5.13M 0.05%
+140,374
371
$5.12M 0.05%
147,071
+6,986
372
$5.11M 0.05%
134,482
+94,037
373
$5.1M 0.05%
98,360
-1,968
374
$5.1M 0.05%
55,240
+307
375
$5.08M 0.05%
208,960
+10,533