Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Sells

1 +$64.3M
2 +$49.6M
3 +$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$5.09M 0.04%
517,242
+41,365
427
$5.07M 0.04%
+78,941
428
$5.02M 0.04%
236,144
+7,006
429
$5M 0.04%
116,972
-1,479
430
$4.99M 0.04%
120,892
+6,350
431
$4.98M 0.04%
62,680
-418
432
$4.94M 0.04%
36,895
+3,895
433
$4.9M 0.04%
17,807
-25
434
$4.89M 0.04%
113,805
-8,712
435
$4.86M 0.04%
90,900
-4,603
436
$4.82M 0.04%
45,042
+1,062
437
$4.82M 0.04%
98,596
+31,789
438
$4.82M 0.04%
112,459
-2,671
439
$4.8M 0.04%
42,405
+911
440
$4.78M 0.04%
157,230
+28,504
441
$4.76M 0.04%
94,723
+3,943
442
$4.71M 0.04%
41,619
+7,272
443
$4.7M 0.04%
68,309
+6,209
444
$4.7M 0.04%
24,194
-3,254
445
$4.69M 0.04%
78,819
+1,698
446
$4.67M 0.04%
41,896
+815
447
$4.63M 0.04%
63,889
+10,654
448
$4.62M 0.04%
202,903
+5,249
449
$4.61M 0.04%
180,773
+3,747
450
$4.6M 0.04%
224,657
+11,908