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
401
$4.43M 0.04%
47,803
-6,521
402
$4.43M 0.04%
+59,264
403
$4.42M 0.04%
232,100
-1,310
404
$4.41M 0.04%
56,989
-774
405
$4.39M 0.04%
67,804
+6,158
406
$4.39M 0.04%
33,028
+357
407
$4.37M 0.04%
78,690
+10,060
408
$4.36M 0.04%
57,922
+1,856
409
$4.36M 0.04%
114,069
+33,922
410
$4.33M 0.04%
189,197
-19,200
411
$4.33M 0.04%
62,460
-955
412
$4.32M 0.04%
68,422
-2,122
413
$4.28M 0.04%
25,209
-3,776
414
$4.28M 0.04%
72,509
-15,236
415
$4.26M 0.04%
47,439
-1,287
416
$4.24M 0.04%
39,449
-4,695
417
$4.23M 0.04%
+36,877
418
$4.22M 0.04%
26,249
+1,576
419
$4.21M 0.04%
173,145
+4,254
420
$4.19M 0.04%
69,633
+21,836
421
$4.18M 0.04%
88,849
+13,347
422
$4.11M 0.04%
105,627
+4,913
423
$4.1M 0.04%
149,547
+9,134
424
$4.09M 0.04%
109,986
+8,214
425
$4.08M 0.04%
96,213
-3,418